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 | $379,677 | $60,442+528.2% | $96,754+292.4% | $87,485+334.0% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 11.44% | 21.97%-10.5pp | 82.04%-70.6pp | 26.06%-14.6pp |
| Employer contribution / active EE | $12,495 | $1,691+639.0% | $2,679+366.4% | $2,596+381.3% |
| Participant deferral / active EE | $8,163 | $3,280+148.9% | $4,758+71.6% | $4,274+91.0% |
| Admin fee / account holder | $20,974 | $5,069+313.7% | $8,905+135.5% | $7,775+169.8% |