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 | $259,870 | $89,370+190.8% | $141,197+84.0% | $72,976+256.1% |
| Participation rate | 89.4% | 75.1%+14.2pp | 82.5%+6.9pp | 69.5%+19.9pp |
| Annual return | 14.87% | 111.88%-97.0pp | 71.41%-56.5pp | 81.02%-66.1pp |
| Employer contribution / active EE | $24,480 | $3,115+685.9% | $4,736+416.9% | $2,440+903.3% |
| Participant deferral / active EE | $6,863 | $5,419+26.7% | $6,710+2.3% | $3,608+90.2% |
| Admin fee / account holder | $3,127 | $5,957-47.5% | $10,265-69.5% | $5,124-39.0% |