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 | $407,551 | $156,398+160.6% | $147,318+176.6% | $138,895+193.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.58% | 78.75%-68.2pp | 70.43%-59.9pp | 145.39%-134.8pp |
| Employer contribution / active EE | $18,372 | $4,853+278.5% | $4,593+300.0% | $4,194+338.0% |
| Participant deferral / active EE | $23,069 | $8,237+180.1% | $7,906+191.8% | $6,396+260.7% |
| Admin fee / account holder | $19,839 | $14,976+32.5% | $13,708+44.7% | $12,562+57.9% |