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 | $311,465 | $108,825+186.2% | $156,181+99.4% | $82,448+277.8% |
| Participation rate | 72.4% | 72.4%0pp | 78.8%-6.4pp | 68.1%+4.3pp |
| Annual return | 9.99% | 20.59%-10.6pp | 64.87%-54.9pp | 41.64%-31.6pp |
| Employer contribution / active EE | $3,681 | $2,870+28.3% | $4,294-14.3% | $2,551+44.3% |
| Participant deferral / active EE | $7,167 | $4,577+56.6% | $6,132+16.9% | $4,139+73.2% |
| Admin fee / account holder | $41,147 | $9,341+340.5% | $14,586+182.1% | $7,234+468.8% |