Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $757,157 | $209,336+261.7% | $197,124+284.1% | $137,256+451.6% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 9.88% | 48.09%-38.2pp | 44.34%-34.5pp | 220.34%-210.5pp |
| Employer contribution / active EE | $11,250 | $6,591+70.7% | $6,227+80.7% | $4,156+170.7% |
| Participant deferral / active EE | $10,650 | $9,614+10.8% | $9,135+16.6% | $6,407+66.2% |
| Admin fee / account holder | $11,214 | $17,308-35.2% | $16,298-31.2% | $12,270-8.6% |