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 | $620,476 | $106,749+481.2% | $145,433+326.6% | $82,448+652.6% |
| Participation rate | 92.6% | 75.6%+16.9pp | 82.1%+10.5pp | 68.1%+24.5pp |
| Annual return | 10.68% | 27.59%-16.9pp | 66.58%-55.9pp | 41.64%-31.0pp |
| Employer contribution / active EE | $13,422 | $3,444+289.7% | $4,554+194.7% | $2,551+426.1% |
| Participant deferral / active EE | $5,441 | $6,519-16.5% | $7,897-31.1% | $4,139+31.4% |
| Admin fee / account holder | $68,903 | $8,390+721.3% | $13,129+424.8% | $7,234+852.4% |