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 | $592,910 | $81,331+629.0% | $155,534+281.2% | $80,935+632.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.57% | 33.37%-22.8pp | 64.92%-54.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $15,753 | $3,105+407.4% | $4,675+237.0% | $2,757+471.4% |
| Participant deferral / active EE | $9,971 | $3,454+188.7% | $5,630+77.1% | $4,299+131.9% |
| Admin fee / account holder | $16,911 | $7,999+111.4% | $15,900+6.4% | $6,924+144.2% |