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 | $265,815 | $213,785+24.3% | $185,441+43.3% | $155,188+71.3% |
| Participation rate | 90.0% | 83.2%+6.8pp | 80.3%+9.7pp | 80.8%+9.2pp |
| Annual return | 6.66% | 19.97%-13.3pp | 20.16%-13.5pp | 148.84%-142.2pp |
| Employer contribution / active EE | $19,144 | $5,393+255.0% | $4,672+309.7% | $4,248+350.7% |
| Participant deferral / active EE | $6,214 | $6,864-9.5% | $6,152+1.0% | $6,531-4.9% |
| Admin fee / account holder | $67,811 | $21,134+220.9% | $17,890+279.0% | $14,480+368.3% |