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 | $603,368 | $154,228+291.2% | $145,433+314.9% | $137,256+339.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 12.13% | 74.59%-62.5pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $8,146 | $4,804+69.6% | $4,554+78.8% | $4,156+96.0% |
| Participant deferral / active EE | $10,304 | $8,216+25.4% | $7,897+30.5% | $6,407+60.8% |
| Admin fee / account holder | $99,716 | $14,344+595.2% | $13,129+659.5% | $12,270+712.7% |