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 | $300,595 | $105,200+185.7% | $159,474+88.5% | $85,847+250.2% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.8%+10.7pp | 69.3%+24.2pp |
| Annual return | 5.62% | 45.08%-39.5pp | 263.68%-258.1pp | 318.61%-313.0pp |
| Employer contribution / active EE | $1,554 | $3,319-53.2% | $4,831-67.8% | $2,565-39.4% |
| Participant deferral / active EE | $10,797 | $5,946+81.6% | $7,353+46.8% | $3,952+173.2% |
| Admin fee / account holder | $10,763 | $6,934+55.2% | $10,802-0.4% | $6,261+71.9% |