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 | $452,810 | $181,896+148.9% | $156,551+189.2% | $273,972+65.3% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 0.25% | 30.74%-30.5pp | 32.23%-32.0pp | 41.46%-41.2pp |
| Employer contribution / active EE | $18,531 | $6,248+196.6% | $5,501+236.9% | $4,869+280.6% |
| Participant deferral / active EE | $6,188 | $5,550+11.5% | $4,871+27.0% | $5,287+17.0% |
| Admin fee / account holder | $747 | $15,560-95.2% | $13,028-94.3% | $10,133-92.6% |