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 | $459,124 | $85,766+435.3% | $136,298+236.9% | $70,126+554.7% |
| Participation rate | 98.1% | 74.2%+24.0pp | 81.9%+16.2pp | 69.5%+28.6pp |
| Annual return | 14.17% | 31.46%-17.3pp | 5156.27%-5142.1pp | 73.15%-59.0pp |
| Employer contribution / active EE | $14,420 | $2,966+386.2% | $4,696+207.1% | $2,343+515.6% |
| Participant deferral / active EE | $12,405 | $5,051+145.6% | $6,247+98.6% | $3,332+272.3% |
| Admin fee / account holder | $7,821 | $5,421+44.3% | $9,244-15.4% | $4,645+68.4% |