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 | $69,273+289.3% | $90,796+197.0% | $82,637+226.3% |
| Participation rate | 96.4% | 64.0%+32.4pp | 69.5%+26.9pp | 68.1%+28.4pp |
| Annual return | 9.24% | 18.37%-9.1pp | 19.29%-10.0pp | 53.51%-44.3pp |
| Employer contribution / active EE | $20,536 | $1,865+1001.0% | $2,294+795.3% | $2,552+704.7% |
| Participant deferral / active EE | $0 | $3,047-100.0% | $3,822-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,006 | $5,511+9.0% | $7,024-14.5% | $7,339-18.2% |