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 | $439,170 | $156,398+180.8% | $147,318+198.1% | $138,895+216.2% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.6pp | 79.9%+15.7pp |
| Annual return | 12.19% | 78.75%-66.6pp | 70.43%-58.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $13,583 | $4,853+179.9% | $4,593+195.7% | $4,194+223.8% |
| Participant deferral / active EE | $13,361 | $8,237+62.2% | $7,906+69.0% | $6,396+108.9% |
| Admin fee / account holder | $105,202 | $14,976+602.5% | $13,708+667.5% | $12,562+737.5% |