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 | $436,423 | $104,937+315.9% | $84,628+415.7% | $152,897+185.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 3.67% | 373.88%-370.2pp | 258.80%-255.1pp | 345.43%-341.8pp |
| Employer contribution / active EE | $3,333 | $3,303+0.9% | $2,653+25.6% | $4,764-30.0% |
| Participant deferral / active EE | $4,619 | $4,690-1.5% | $3,900+18.4% | $5,851-21.1% |
| Admin fee / account holder | $9,461 | $6,243+51.5% | $4,914+92.5% | $11,599-18.4% |