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 | $561,094 | $105,158+433.6% | $94,672+492.7% | $139,487+302.3% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 11.00% | 38.11%-27.1pp | 156.89%-145.9pp | 373.84%-362.8pp |
| Employer contribution / active EE | $660 | $4,107-83.9% | $3,673-82.0% | $4,755-86.1% |
| Participant deferral / active EE | $2,845 | $7,599-62.6% | $7,417-61.6% | $6,713-57.6% |
| Admin fee / account holder | $24,327 | $8,972+171.2% | $7,222+236.9% | $11,407+113.3% |