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 | $314,396 | $174,379+80.3% | $152,093+106.7% | $138,895+126.4% |
| Participation rate | 72.7% | 81.6%-8.9pp | 77.8%-5.0pp | 79.9%-7.2pp |
| Annual return | 10.80% | 74.86%-64.1pp | 66.36%-55.6pp | 145.39%-134.6pp |
| Employer contribution / active EE | $1,954 | $4,652-58.0% | $4,175-53.2% | $4,194-53.4% |
| Participant deferral / active EE | $4,938 | $6,159-19.8% | $5,451-9.4% | $6,396-22.8% |
| Admin fee / account holder | $90,606 | $16,880+436.8% | $14,497+525.0% | $12,562+621.3% |