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 | $351,416 | $154,228+127.9% | $145,433+141.6% | $137,256+156.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.07% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $4,494 | $4,804-6.5% | $4,554-1.3% | $4,156+8.1% |
| Participant deferral / active EE | $13,065 | $8,216+59.0% | $7,897+65.4% | $6,407+103.9% |
| Admin fee / account holder | $21,133 | $14,344+47.3% | $13,129+61.0% | $12,270+72.2% |