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 | $373,767 | $155,555+140.3% | $146,866+154.5% | $155,188+140.8% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.5%+13.3pp | 80.8%+15.0pp |
| Annual return | 6.45% | 115.41%-109.0pp | 102.85%-96.4pp | 148.84%-142.4pp |
| Employer contribution / active EE | $5,701 | $4,647+22.7% | $4,425+28.8% | $4,248+34.2% |
| Participant deferral / active EE | $4,386 | $8,044-45.5% | $7,759-43.5% | $6,531-32.9% |
| Admin fee / account holder | $46,111 | $14,755+212.5% | $13,620+238.6% | $14,480+218.5% |