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 | $269,653 | $75,720+256.1% | $90,312+198.6% | $86,983+210.0% |
| Participation rate | 96.4% | 66.3%+30.2pp | 72.9%+23.5pp | 69.5%+26.9pp |
| Annual return | 9.24% | 18.55%-9.3pp | 18.90%-9.7pp | 25.83%-16.6pp |
| Employer contribution / active EE | $20,536 | $1,945+955.7% | $2,243+815.7% | $2,584+694.6% |
| Participant deferral / active EE | $0 | $3,001-100.0% | $3,749-100.0% | $4,194-100.0% |
| Admin fee / account holder | $6,006 | $6,201-3.1% | $8,248-27.2% | $7,856-23.5% |