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 | $663,608 | $106,864+521.0% | $147,318+350.5% | $82,637+703.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 7.93% | 27.49%-19.6pp | 70.43%-62.5pp | 53.51%-45.6pp |
| Employer contribution / active EE | $3,419 | $3,417+0.1% | $4,593-25.5% | $2,552+34.0% |
| Participant deferral / active EE | $9,947 | $6,496+53.1% | $7,906+25.8% | $4,126+141.1% |
| Admin fee / account holder | $43,072 | $8,415+411.9% | $13,708+214.2% | $7,339+486.9% |