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 | $376,918 | $102,422+268.0% | $147,117+156.2% | $80,959+365.6% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 11.50% | 135.16%-123.7pp | 420.54%-409.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $6,897 | $3,717+85.5% | $4,932+39.8% | $2,757+150.1% |
| Participant deferral / active EE | $12,022 | $6,652+80.7% | $8,065+49.1% | $4,300+179.6% |
| Admin fee / account holder | $64,108 | $7,953+706.0% | $12,993+393.4% | $6,925+825.7% |