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 | $257,382 | $115,931+122.0% | $185,441+38.8% | $86,983+195.9% |
| Participation rate | 91.8% | 73.6%+18.2pp | 80.3%+11.5pp | 69.5%+22.3pp |
| Annual return | 10.06% | 21.47%-11.4pp | 20.16%-10.1pp | 25.83%-15.8pp |
| Employer contribution / active EE | $10,779 | $2,937+267.0% | $4,672+130.7% | $2,584+317.1% |
| Participant deferral / active EE | $5,679 | $4,551+24.8% | $6,152-7.7% | $4,194+35.4% |
| Admin fee / account holder | $15,799 | $10,687+47.8% | $17,890-11.7% | $7,856+101.1% |