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 | $350,837 | $102,422+242.5% | $147,117+138.5% | $80,959+333.4% |
| Participation rate | 91.7% | 75.9%+15.8pp | 82.2%+9.5pp | 67.7%+24.0pp |
| Annual return | 11.34% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $8,322 | $3,717+123.9% | $4,932+68.7% | $2,757+201.8% |
| Participant deferral / active EE | $13,513 | $6,652+103.1% | $8,065+67.6% | $4,300+214.2% |
| Admin fee / account holder | $37,206 | $7,953+367.8% | $12,993+186.4% | $6,925+437.2% |