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 | $269,340 | $146,267+84.1% | $197,124+36.6% | $82,448+226.7% |
| Participation rate | 92.5% | 84.0%+8.5pp | 86.7%+5.8pp | 68.1%+24.4pp |
| Annual return | 8.47% | 29.61%-21.1pp | 44.34%-35.9pp | 41.64%-33.2pp |
| Employer contribution / active EE | $6,538 | $4,723+38.4% | $6,227+5.0% | $2,551+156.3% |
| Participant deferral / active EE | $20,101 | $7,035+185.7% | $9,135+120.1% | $4,139+385.6% |
| Admin fee / account holder | $173,999 | $14,422+1106.5% | $16,298+967.6% | $7,234+2305.2% |