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 | $646,883 | $209,336+209.0% | $197,124+228.2% | $137,256+371.3% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 10.86% | 48.09%-37.2pp | 44.34%-33.5pp | 220.34%-209.5pp |
| Employer contribution / active EE | $7,729 | $6,591+17.3% | $6,227+24.1% | $4,156+86.0% |
| Participant deferral / active EE | $17,958 | $9,614+86.8% | $9,135+96.6% | $6,407+180.3% |
| Admin fee / account holder | $5,274 | $17,308-69.5% | $16,298-67.6% | $12,270-57.0% |