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 | $437,584 | $106,749+309.9% | $145,433+200.9% | $82,448+430.7% |
| Participation rate | 93.9% | 75.6%+18.2pp | 82.1%+11.8pp | 68.1%+25.8pp |
| Annual return | 13.66% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $11,783 | $3,444+242.1% | $4,554+158.7% | $2,551+361.9% |
| Participant deferral / active EE | $6,897 | $6,519+5.8% | $7,897-12.7% | $4,139+66.6% |
| Admin fee / account holder | $14,721 | $8,390+75.5% | $13,129+12.1% | $7,234+103.5% |