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 | $504,437 | $106,749+372.5% | $145,433+246.9% | $82,448+511.8% |
| Participation rate | 97.6% | 75.6%+22.0pp | 82.1%+15.5pp | 68.1%+29.6pp |
| Annual return | 13.53% | 27.59%-14.1pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $6,168 | $3,444+79.1% | $4,554+35.4% | $2,551+141.8% |
| Participant deferral / active EE | $9,722 | $6,519+49.1% | $7,897+23.1% | $4,139+134.9% |
| Admin fee / account holder | $19,583 | $8,390+133.4% | $13,129+49.2% | $7,234+170.7% |