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 | $288,023 | $72,486+297.4% | $87,103+230.7% | $72,976+294.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.46% | 24.46%-14.0pp | 28.19%-17.7pp | 81.02%-70.6pp |
| Employer contribution / active EE | $10,609 | $1,894+460.2% | $2,521+320.7% | $2,440+334.8% |
| Participant deferral / active EE | $6,447 | $3,270+97.2% | $4,049+59.2% | $3,608+78.7% |
| Admin fee / account holder | $7,148 | $5,055+41.4% | $7,491-4.6% | $5,124+39.5% |