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 | $278,590 | $124,425+123.9% | $112,040+148.7% | $137,256+103.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 3.74% | 24.72%-21.0pp | 24.52%-20.8pp | 220.34%-216.6pp |
| Employer contribution / active EE | $1,224 | $3,411-64.1% | $2,954-58.6% | $4,156-70.5% |
| Participant deferral / active EE | $3,286 | $5,718-42.5% | $5,098-35.5% | $6,407-48.7% |
| Admin fee / account holder | $1,277 | $15,207-91.6% | $12,098-89.4% | $12,270-89.6% |