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 | $474,290 | $106,864+343.8% | $147,318+221.9% | $82,637+473.9% |
| Participation rate | 90.9% | 75.5%+15.4pp | 82.1%+8.8pp | 68.1%+22.9pp |
| Annual return | 10.15% | 27.49%-17.3pp | 70.43%-60.3pp | 53.51%-43.4pp |
| Employer contribution / active EE | $11,061 | $3,417+223.7% | $4,593+140.8% | $2,552+333.4% |
| Participant deferral / active EE | $10,805 | $6,496+66.3% | $7,906+36.7% | $4,126+161.9% |
| Admin fee / account holder | $134,439 | $8,415+1497.6% | $13,708+880.8% | $7,339+1731.9% |