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 | $327,657 | $156,398+109.5% | $147,318+122.4% | $138,895+135.9% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 10.93% | 78.75%-67.8pp | 70.43%-59.5pp | 145.39%-134.5pp |
| Employer contribution / active EE | $3,214 | $4,853-33.8% | $4,593-30.0% | $4,194-23.4% |
| Participant deferral / active EE | $6,960 | $8,237-15.5% | $7,906-12.0% | $6,396+8.8% |
| Admin fee / account holder | $61,442 | $14,976+310.3% | $13,708+348.2% | $12,562+389.1% |