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 | $515,749 | $93,617+450.9% | $135,982+279.3% | $75,177+586.0% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 14.31% | 30.89%-16.6pp | 68.32%-54.0pp | 160.75%-146.4pp |
| Employer contribution / active EE | $11,051 | $3,538+212.3% | $4,859+127.4% | $2,671+313.7% |
| Participant deferral / active EE | $10,688 | $6,406+66.8% | $7,760+37.7% | $4,126+159.0% |
| Admin fee / account holder | $33,258 | $6,980+376.5% | $10,767+208.9% | $5,651+488.5% |