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 | $358,345 | $162,136+121.0% | $152,301+135.3% | $154,746+131.6% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 10.40% | 91.02%-80.6pp | 80.50%-70.1pp | 172.34%-161.9pp |
| Employer contribution / active EE | $1,149 | $4,890-76.5% | $4,624-75.1% | $4,379-73.8% |
| Participant deferral / active EE | $9,199 | $8,341+10.3% | $8,004+14.9% | $6,730+36.7% |
| Admin fee / account holder | $112,169 | $15,759+611.8% | $14,398+679.1% | $14,365+680.8% |