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 | $321,755 | $156,398+105.7% | $147,318+118.4% | $138,895+131.7% |
| Participation rate | 93.3% | 83.8%+9.6pp | 82.1%+11.3pp | 79.9%+13.4pp |
| Annual return | 11.28% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.1pp |
| Employer contribution / active EE | $7,794 | $4,853+60.6% | $4,593+69.7% | $4,194+85.8% |
| Participant deferral / active EE | $13,321 | $8,237+61.7% | $7,906+68.5% | $6,396+108.3% |
| Admin fee / account holder | $55,897 | $14,976+273.3% | $13,708+307.8% | $12,562+345.0% |