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 | $486,825 | $154,228+215.7% | $145,433+234.7% | $137,256+254.7% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 10.58% | 74.59%-64.0pp | 66.58%-56.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $5,142 | $4,804+7.0% | $4,554+12.9% | $4,156+23.7% |
| Participant deferral / active EE | $12,272 | $8,216+49.4% | $7,897+55.4% | $6,407+91.5% |
| Admin fee / account holder | $30,912 | $14,344+115.5% | $13,129+135.5% | $12,270+151.9% |