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 | $741,566 | $172,111+330.9% | $150,298+393.4% | $137,256+440.3% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 8.45% | 69.37%-60.9pp | 62.79%-54.3pp | 220.34%-211.9pp |
| Employer contribution / active EE | $9,691 | $4,636+109.0% | $4,154+133.3% | $4,156+133.2% |
| Participant deferral / active EE | $18,995 | $6,166+208.1% | $5,453+248.4% | $6,407+196.5% |
| Admin fee / account holder | $96,022 | $16,471+483.0% | $14,116+580.2% | $12,270+682.6% |