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 | $335,212 | $199,109+68.4% | $173,730+92.9% | $154,746+116.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 4.41% | 20.02%-15.6pp | 19.96%-15.5pp | 172.34%-167.9pp |
| Employer contribution / active EE | $1,473 | $5,311-72.3% | $4,577-67.8% | $4,379-66.4% |
| Participant deferral / active EE | $13,274 | $7,113+86.6% | $6,326+109.8% | $6,730+97.2% |
| Admin fee / account holder | $178,859 | $20,916+755.1% | $17,523+920.7% | $14,365+1145.1% |