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 | $456,116 | $185,312+146.1% | $161,489+182.4% | $154,746+194.8% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 9.43% | 103.84%-94.4pp | 89.72%-80.3pp | 172.34%-162.9pp |
| Employer contribution / active EE | $8,843 | $4,769+85.4% | $4,268+107.2% | $4,379+101.9% |
| Participant deferral / active EE | $5,200 | $6,350-18.1% | $5,630-7.6% | $6,730-22.7% |
| Admin fee / account holder | $8,647 | $18,654-53.6% | $16,006-46.0% | $14,365-39.8% |