Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $615,321 | $124,346+394.8% | $111,306+452.8% | $167,553+267.2% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 8.90% | 37.46%-28.6pp | 54.67%-45.8pp | 478.89%-470.0pp |
| Employer contribution / active EE | $2,512 | $3,438-26.9% | $2,732-8.1% | $4,840-48.1% |
| Participant deferral / active EE | $8,522 | $5,182+64.5% | $4,488+89.9% | $6,343+34.4% |
| Admin fee / account holder | $5,420 | $10,623-49.0% | $7,966-32.0% | $12,316-56.0% |