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 | $266,999 | $101,618+162.7% | $93,063+186.9% | $137,256+94.5% |
| Participation rate | 78.9% | 74.9%+4.0pp | 72.1%+6.8pp | 80.0%-1.0pp |
| Annual return | 10.26% | 223.95%-213.7pp | 34.15%-23.9pp | 220.34%-210.1pp |
| Employer contribution / active EE | $2,451 | $2,707-9.5% | $2,476-1.0% | $4,156-41.0% |
| Participant deferral / active EE | $3,669 | $4,279-14.3% | $3,958-7.3% | $6,407-42.7% |
| Admin fee / account holder | $7,338 | $6,198+18.4% | $6,033+21.6% | $12,270-40.2% |