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 | $430,924 | $154,228+179.4% | $145,433+196.3% | $137,256+214.0% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 11.63% | 74.59%-63.0pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $30,946 | $4,804+544.2% | $4,554+579.5% | $4,156+644.6% |
| Participant deferral / active EE | $12,886 | $8,216+56.8% | $7,897+63.2% | $6,407+101.1% |
| Admin fee / account holder | $32,439 | $14,344+126.2% | $13,129+147.1% | $12,270+164.4% |