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 | $329,736 | $154,228+113.8% | $145,433+126.7% | $137,256+140.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.15% | 74.59%-65.4pp | 66.58%-57.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $11,927 | $4,804+148.3% | $4,554+161.9% | $4,156+187.0% |
| Participant deferral / active EE | $8,803 | $8,216+7.1% | $7,897+11.5% | $6,407+37.4% |
| Admin fee / account holder | $56,767 | $14,344+295.8% | $13,129+332.4% | $12,270+362.6% |