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 | $280,828 | $72,071+289.7% | $68,368+310.8% | $137,256+104.6% |
| Participation rate | 86.4% | 76.2%+10.1pp | 73.8%+12.6pp | 80.0%+6.4pp |
| Annual return | 11.41% | 353.14%-341.7pp | 292.57%-281.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $13,081 | $2,788+369.2% | $2,649+393.8% | $4,156+214.7% |
| Participant deferral / active EE | $8,881 | $4,410+101.4% | $4,123+115.4% | $6,407+38.6% |
| Admin fee / account holder | $23,369 | $5,336+338.0% | $5,150+353.8% | $12,270+90.5% |