Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,582 | $126,661+104.9% | $113,397+128.9% | $138,895+86.9% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.5%+12.4pp | 79.9%+9.0pp |
| Annual return | 5.17% | 25.05%-19.9pp | 23.20%-18.0pp | 145.39%-140.2pp |
| Employer contribution / active EE | $2,168 | $3,456-37.3% | $2,977-27.2% | $4,194-48.3% |
| Participant deferral / active EE | $4,783 | $5,693-16.0% | $5,076-5.8% | $6,396-25.2% |
| Admin fee / account holder | $18,929 | $14,549+30.1% | $11,957+58.3% | $12,562+50.7% |