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 | $390,283 | $154,228+153.1% | $145,433+168.4% | $137,256+184.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 6.15% | 74.59%-68.4pp | 66.58%-60.4pp | 220.34%-214.2pp |
| Employer contribution / active EE | $5,586 | $4,804+16.3% | $4,554+22.7% | $4,156+34.4% |
| Participant deferral / active EE | $6,308 | $8,216-23.2% | $7,897-20.1% | $6,407-1.5% |
| Admin fee / account holder | $131,946 | $14,344+819.9% | $13,129+905.0% | $12,270+975.3% |