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 | $271,064 | $111,535+143.0% | $105,223+157.6% | $137,256+97.5% |
| Participation rate | 79.2% | 78.1%+1.1pp | 75.0%+4.1pp | 80.0%-0.8pp |
| Annual return | 8.99% | 237.85%-228.9pp | 180.65%-171.7pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,305 | $3,939-66.9% | $3,689-64.6% | $4,156-68.6% |
| Participant deferral / active EE | $8,741 | $5,500+58.9% | $5,072+72.3% | $6,407+36.4% |
| Admin fee / account holder | $24,442 | $9,721+151.4% | $8,859+175.9% | $12,270+99.2% |