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 | $453,725 | $106,749+325.0% | $145,433+212.0% | $82,448+450.3% |
| Participation rate | 98.3% | 75.6%+22.6pp | 82.1%+16.2pp | 68.1%+30.2pp |
| Annual return | 12.72% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,891 | $3,444-45.1% | $4,554-58.5% | $2,551-25.9% |
| Participant deferral / active EE | $9,714 | $6,519+49.0% | $7,897+23.0% | $4,139+134.7% |
| Admin fee / account holder | $37,123 | $8,390+342.5% | $13,129+182.8% | $7,234+413.2% |