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 | $476,021 | $73,107+551.1% | $114,563+315.5% | $87,485+444.1% |
| Participation rate | 90.0% | 65.8%+24.2pp | 72.9%+17.1pp | 68.9%+21.1pp |
| Annual return | 7.46% | 19.47%-12.0pp | 241.09%-233.6pp | 26.06%-18.6pp |
| Employer contribution / active EE | $833 | $1,881-55.7% | $2,592-67.9% | $2,596-67.9% |
| Participant deferral / active EE | $7,949 | $3,144+152.9% | $4,142+91.9% | $4,274+86.0% |
| Admin fee / account holder | $42,406 | $5,770+635.0% | $7,623+456.3% | $7,775+445.4% |