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 | $498,045 | $183,627+171.2% | $155,602+220.1% | $145,978+241.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 3.76% | 61.32%-57.6pp | 64.81%-61.1pp | 550.52%-546.8pp |
| Employer contribution / active EE | $4,105 | $5,316-22.8% | $4,675-12.2% | $4,662-12.0% |
| Participant deferral / active EE | $15,419 | $6,466+138.5% | $5,629+173.9% | $6,690+130.5% |
| Admin fee / account holder | $4,924 | $19,327-74.5% | $15,923-69.1% | $13,400-63.3% |