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 | $427,173 | $154,228+177.0% | $145,433+193.7% | $137,256+211.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.80% | 74.59%-64.8pp | 66.58%-56.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $4,069 | $4,804-15.3% | $4,554-10.7% | $4,156-2.1% |
| Participant deferral / active EE | $14,063 | $8,216+71.2% | $7,897+78.1% | $6,407+119.5% |
| Admin fee / account holder | $7,053 | $14,344-50.8% | $13,129-46.3% | $12,270-42.5% |