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 | $499,329 | $88,754+462.6% | $81,820+510.3% | $145,877+242.3% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 6.71% | 1031.77%-1025.1pp | 777.93%-771.2pp | 551.28%-544.6pp |
| Employer contribution / active EE | $4,586 | $3,085+48.6% | $2,915+57.3% | $4,663-1.7% |
| Participant deferral / active EE | $11,391 | $4,648+145.1% | $4,323+163.5% | $6,691+70.3% |
| Admin fee / account holder | $108,049 | $8,424+1182.7% | $7,391+1362.0% | $13,402+706.2% |