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 | $333,952 | $209,336+59.5% | $197,124+69.4% | $137,256+143.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.21% | 48.09%-37.9pp | 44.34%-34.1pp | 220.34%-210.1pp |
| Employer contribution / active EE | $3,530 | $6,591-46.4% | $6,227-43.3% | $4,156-15.1% |
| Participant deferral / active EE | $26,488 | $9,614+175.5% | $9,135+190.0% | $6,407+313.4% |
| Admin fee / account holder | $1,956 | $17,308-88.7% | $16,298-88.0% | $12,270-84.1% |