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 | $358,498 | $156,398+129.2% | $147,318+143.3% | $138,895+158.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.71% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $12,906 | $4,853+165.9% | $4,593+181.0% | $4,194+207.7% |
| Participant deferral / active EE | $16,817 | $8,237+104.2% | $7,906+112.7% | $6,396+162.9% |
| Admin fee / account holder | $35,148 | $14,976+134.7% | $13,708+156.4% | $12,562+179.8% |