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 | $323,975 | $85,766+277.7% | $136,298+137.7% | $70,126+362.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.35% | 31.46%-18.1pp | 5156.27%-5142.9pp | 73.15%-59.8pp |
| Employer contribution / active EE | $6,326 | $2,966+113.3% | $4,696+34.7% | $2,343+170.0% |
| Participant deferral / active EE | $4,965 | $5,051-1.7% | $6,247-20.5% | $3,332+49.0% |
| Admin fee / account holder | $27,290 | $5,421+403.5% | $9,244+195.2% | $4,645+487.5% |