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 | $470,765 | $106,749+341.0% | $145,433+223.7% | $82,448+471.0% |
| Participation rate | 71.4% | 75.6%-4.2pp | 82.1%-10.7pp | 68.1%+3.4pp |
| Annual return | 13.88% | 27.59%-13.7pp | 66.58%-52.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $3,988 | $3,444+15.8% | $4,554-12.4% | $2,551+56.3% |
| Participant deferral / active EE | $14,264 | $6,519+118.8% | $7,897+80.6% | $4,139+244.6% |
| Admin fee / account holder | $42,746 | $8,390+409.5% | $13,129+225.6% | $7,234+490.9% |