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 | $115,931+167.8% | $185,441+67.4% | $86,983+256.9% |
| Participation rate | 82.9% | 73.6%+9.3pp | 80.3%+2.7pp | 69.5%+13.4pp |
| Annual return | 6.10% | 21.47%-15.4pp | 20.16%-14.1pp | 25.83%-19.7pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,694 | $4,551-40.8% | $6,152-56.2% | $4,194-35.8% |
| Admin fee / account holder | $119,597 | $10,687+1019.1% | $17,890+568.5% | $7,856+1422.4% |