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 | $461,252 | $84,236+447.6% | $170,435+170.6% | $70,126+557.7% |
| Participation rate | 79.5% | 70.8%+8.7pp | 83.6%-4.1pp | 69.5%+9.9pp |
| Annual return | 12.08% | 23.06%-11.0pp | 205.94%-193.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $1,839 | $3,387-45.7% | $5,432-66.1% | $2,343-21.5% |
| Participant deferral / active EE | $6,269 | $3,086+103.2% | $4,939+26.9% | $3,332+88.2% |
| Admin fee / account holder | $4,810 | $5,698-15.6% | $13,881-65.3% | $4,645+3.5% |