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 | $316,820 | $201,264+57.4% | $184,185+72.0% | $145,978+117.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.30% | 29.00%-22.7pp | 28.81%-22.5pp | 550.52%-544.2pp |
| Employer contribution / active EE | $5,378 | $7,021-23.4% | $6,426-16.3% | $4,662+15.4% |
| Participant deferral / active EE | $15,953 | $9,806+62.7% | $9,132+74.7% | $6,690+138.5% |
| Admin fee / account holder | $734 | $16,376-95.5% | $13,909-94.7% | $13,400-94.5% |