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 | $365,737 | $154,228+137.1% | $145,433+151.5% | $137,256+166.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.65% | 74.59%-64.9pp | 66.58%-56.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $4,503 | $4,804-6.3% | $4,554-1.1% | $4,156+8.3% |
| Participant deferral / active EE | $6,149 | $8,216-25.2% | $7,897-22.1% | $6,407-4.0% |
| Admin fee / account holder | $31,732 | $14,344+121.2% | $13,129+141.7% | $12,270+158.6% |