Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $458,742 | $108,922+321.2% | $100,398+356.9% | $145,978+214.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.29% | 58.04%-48.7pp | 49.32%-40.0pp | 550.52%-541.2pp |
| Employer contribution / active EE | $3,000 | $4,426-32.2% | $3,946-24.0% | $4,662-35.6% |
| Participant deferral / active EE | $9,000 | $8,450+6.5% | $8,084+11.3% | $6,690+34.5% |
| Admin fee / account holder | $2,878 | $9,680-70.3% | $7,893-63.5% | $13,400-78.5% |