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 | $310,420 | $123,478+151.4% | $216,567+43.3% | $94,015+230.2% |
| Participation rate | 82.9% | 75.1%+7.8pp | 81.6%+1.3pp | 70.8%+12.1pp |
| Annual return | 6.10% | 23.61%-17.5pp | 12.94%-6.8pp | 17.84%-11.7pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,694 | $4,556-40.9% | $6,191-56.5% | $4,249-36.6% |
| Admin fee / account holder | $119,597 | $12,753+837.8% | $21,981+444.1% | $8,951+1236.1% |