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 | $254,714 | $123,478+106.3% | $216,567+17.6% | $94,015+170.9% |
| Participation rate | 76.1% | 75.1%+1.0pp | 81.6%-5.6pp | 70.8%+5.3pp |
| Annual return | 7.74% | 23.61%-15.9pp | 12.94%-5.2pp | 17.84%-10.1pp |
| Employer contribution / active EE | $16,252 | $3,136+418.3% | $5,216+211.6% | $2,790+482.5% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,690 | $12,753-78.9% | $21,981-87.8% | $8,951-69.9% |