Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $366,308 | $91,536+300.2% | $130,062+181.6% | $75,177+387.3% |
| Participation rate | 97.4% | 71.5%+26.0pp | 78.5%+18.9pp | 67.2%+30.2pp |
| Annual return | 4.85% | -631.62%+636.5pp | -137.37%+142.2pp | 160.75%-155.9pp |
| Employer contribution / active EE | $10,885 | $2,845+282.6% | $4,322+151.9% | $2,671+307.5% |
| Participant deferral / active EE | $10,926 | $4,343+151.6% | $5,821+87.7% | $4,126+164.8% |
| Admin fee / account holder | $13,008 | $6,780+91.9% | $10,601+22.7% | $5,651+130.2% |