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 | $369,296 | $155,555+137.4% | $146,866+151.5% | $155,188+138.0% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.5%-3.9pp | 80.8%-2.2pp |
| Annual return | 6.51% | 115.41%-108.9pp | 102.85%-96.3pp | 148.84%-142.3pp |
| Employer contribution / active EE | $1,612 | $4,647-65.3% | $4,425-63.6% | $4,248-62.1% |
| Participant deferral / active EE | $14,812 | $8,044+84.1% | $7,759+90.9% | $6,531+126.8% |
| Admin fee / account holder | $30,911 | $14,755+109.5% | $13,620+127.0% | $14,480+113.5% |