Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $257,958 | $117,895+118.8% | $102,460+151.8% | $145,897+76.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 7.01% | 31.92%-24.9pp | 29.47%-22.5pp | 552.29%-545.3pp |
| Employer contribution / active EE | $1,806 | $3,619-50.1% | $3,025-40.3% | $4,663-61.3% |
| Participant deferral / active EE | $3,348 | $5,736-41.6% | $5,056-33.8% | $6,689-49.9% |
| Admin fee / account holder | $64,215 | $13,353+380.9% | $9,460+578.8% | $13,390+379.6% |