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 | $162,136+102.1% | $152,301+115.1% | $154,746+111.7% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 10.93% | 91.02%-80.1pp | 80.50%-69.6pp | 172.34%-161.4pp |
| Employer contribution / active EE | $3,214 | $4,890-34.3% | $4,624-30.5% | $4,379-26.6% |
| Participant deferral / active EE | $6,960 | $8,341-16.6% | $8,004-13.0% | $6,730+3.4% |
| Admin fee / account holder | $61,442 | $15,759+289.9% | $14,398+326.7% | $14,365+327.7% |