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 | $279,162 | $93,598+198.3% | $135,974+105.3% | $75,173+271.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.45% | 30.89%-16.4pp | 68.30%-53.9pp | 160.72%-146.3pp |
| Employer contribution / active EE | $3,918 | $3,538+10.8% | $4,859-19.4% | $2,671+46.7% |
| Participant deferral / active EE | $8,728 | $6,405+36.3% | $7,760+12.5% | $4,126+111.5% |
| Admin fee / account holder | $10,449 | $6,978+49.7% | $10,767-3.0% | $5,651+84.9% |