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 | $382,234 | $156,398+144.4% | $147,318+159.5% | $138,895+175.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.84% | 78.75%-66.9pp | 70.43%-58.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $4,334 | $4,853-10.7% | $4,593-5.6% | $4,194+3.3% |
| Participant deferral / active EE | $10,711 | $8,237+30.0% | $7,906+35.5% | $6,396+67.5% |
| Admin fee / account holder | $2,674 | $14,976-82.1% | $13,708-80.5% | $12,562-78.7% |