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 | $265,210 | $100,033+165.1% | $149,716+77.1% | $70,124+278.2% |
| Participation rate | 97.4% | 83.6%+13.9pp | 87.1%+10.4pp | 69.5%+27.9pp |
| Annual return | 8.43% | 27.43%-19.0pp | 1501.67%-1493.2pp | 73.14%-64.7pp |
| Employer contribution / active EE | $8,392 | $3,661+129.2% | $5,444+54.1% | $2,342+258.2% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,975 | $8,285-64.1% | $11,282-73.6% | $4,645-35.9% |