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 | $468,772 | $154,228+203.9% | $145,433+222.3% | $137,256+241.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.50% | 74.59%-64.1pp | 66.58%-56.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $4,618 | $4,804-3.9% | $4,554+1.4% | $4,156+11.1% |
| Participant deferral / active EE | $8,650 | $8,216+5.3% | $7,897+9.5% | $6,407+35.0% |
| Admin fee / account holder | $9,801 | $14,344-31.7% | $13,129-25.3% | $12,270-20.1% |