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 | $506,591 | $89,259+467.6% | $107,187+372.6% | $82,637+513.0% |
| Participation rate | 84.0% | 67.9%+16.1pp | 75.0%+9.0pp | 68.1%+15.9pp |
| Annual return | 9.13% | 21.02%-11.9pp | 204.55%-195.4pp | 53.51%-44.4pp |
| Employer contribution / active EE | $6,675 | $3,080+116.7% | $3,782+76.5% | $2,552+161.5% |
| Participant deferral / active EE | $13,833 | $4,037+242.6% | $5,096+171.4% | $4,126+235.2% |
| Admin fee / account holder | $62,451 | $7,381+746.1% | $9,162+581.6% | $7,339+751.0% |