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 | $391,631 | $145,431+169.3% | $211,142+85.5% | $87,485+347.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 11.40% | 27.21%-15.8pp | 46.84%-35.4pp | 26.06%-14.7pp |
| Employer contribution / active EE | $5,199 | $4,662+11.5% | $6,442-19.3% | $2,596+100.2% |
| Participant deferral / active EE | $16,679 | $6,859+143.2% | $9,284+79.7% | $4,274+290.3% |
| Admin fee / account holder | $111,289 | $17,052+552.7% | $19,076+483.4% | $7,775+1331.4% |