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 | $476,589 | $106,749+346.5% | $145,433+227.7% | $82,448+478.0% |
| Participation rate | 82.6% | 75.6%+7.0pp | 82.1%+0.5pp | 68.1%+14.5pp |
| Annual return | 13.54% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $4,245 | $3,444+23.2% | $4,554-6.8% | $2,551+66.4% |
| Participant deferral / active EE | $9,941 | $6,519+52.5% | $7,897+25.9% | $4,139+140.2% |
| Admin fee / account holder | $76,908 | $8,390+816.7% | $13,129+485.8% | $7,234+963.1% |