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 | $435,244 | $121,671+257.7% | $211,142+106.1% | $64,340+576.5% |
| Participation rate | 99.0% | 76.5%+22.6pp | 87.3%+11.7pp | 55.2%+43.8pp |
| Annual return | 7.74% | 21.43%-13.7pp | 46.84%-39.1pp | 24.14%-16.4pp |
| Employer contribution / active EE | $23,436 | $4,066+476.4% | $6,442+263.8% | $1,862+1158.9% |
| Participant deferral / active EE | $12,781 | $6,049+111.3% | $9,284+37.7% | $2,980+328.8% |
| Admin fee / account holder | $7,383 | $4,774+54.6% | $19,076-61.3% | $3,703+99.4% |