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 | $155,555+174.6% | $146,866+190.9% | $155,188+175.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 9.80% | 115.41%-105.6pp | 102.85%-93.1pp | 148.84%-139.0pp |
| Employer contribution / active EE | $4,069 | $4,647-12.4% | $4,425-8.0% | $4,248-4.2% |
| Participant deferral / active EE | $14,063 | $8,044+74.8% | $7,759+81.2% | $6,531+115.3% |
| Admin fee / account holder | $7,053 | $14,755-52.2% | $13,620-48.2% | $14,480-51.3% |