Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $322,834 | $88,702+264.0% | $81,780+294.8% | $145,978+121.2% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 6.11% | 1029.12%-1023.0pp | 776.27%-770.2pp | 550.52%-544.4pp |
| Employer contribution / active EE | $642 | $3,084-79.2% | $2,914-78.0% | $4,662-86.2% |
| Participant deferral / active EE | $6,900 | $4,645+48.5% | $4,321+59.7% | $6,690+3.1% |
| Admin fee / account holder | $3,662 | $8,414-56.5% | $7,384-50.4% | $13,400-72.7% |