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 | $494,814 | $154,228+220.8% | $145,433+240.2% | $137,256+260.5% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 12.28% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $8,616 | $4,804+79.4% | $4,554+89.2% | $4,156+107.3% |
| Participant deferral / active EE | $15,242 | $8,216+85.5% | $7,897+93.0% | $6,407+137.9% |
| Admin fee / account holder | $40,425 | $14,344+181.8% | $13,129+207.9% | $12,270+229.5% |