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 | $223,823+238.3% | $211,142+258.6% | $154,746+389.3% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 9.88% | 50.39%-40.5pp | 46.84%-37.0pp | 172.34%-162.5pp |
| Employer contribution / active EE | $11,250 | $6,787+65.8% | $6,442+74.6% | $4,379+156.9% |
| Participant deferral / active EE | $10,650 | $9,750+9.2% | $9,284+14.7% | $6,730+58.2% |
| Admin fee / account holder | $11,214 | $19,707-43.1% | $19,076-41.2% | $14,365-21.9% |