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 | $436,709 | $145,431+200.3% | $211,142+106.8% | $87,485+399.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 12.82% | 27.21%-14.4pp | 46.84%-34.0pp | 26.06%-13.2pp |
| Employer contribution / active EE | $10,782 | $4,662+131.3% | $6,442+67.4% | $2,596+315.3% |
| Participant deferral / active EE | $21,128 | $6,859+208.1% | $9,284+127.6% | $4,274+394.4% |
| Admin fee / account holder | $1,308 | $17,052-92.3% | $19,076-93.1% | $7,775-83.2% |