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 | $460,020 | $148,623+209.5% | $135,974+238.3% | $139,466+229.8% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 11.84% | 79.30%-67.5pp | 68.30%-56.5pp | 373.66%-361.8pp |
| Employer contribution / active EE | $20,092 | $5,246+283.0% | $4,859+313.5% | $4,754+322.6% |
| Participant deferral / active EE | $13,764 | $8,103+69.9% | $7,760+77.4% | $6,712+105.1% |
| Admin fee / account holder | $72,725 | $12,406+486.2% | $10,767+575.5% | $11,409+537.5% |