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 | $255,287 | $85,766+197.7% | $136,298+87.3% | $70,126+264.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.75% | 31.46%-19.7pp | 5156.27%-5144.5pp | 73.15%-61.4pp |
| Employer contribution / active EE | $9,652 | $2,966+225.4% | $4,696+105.6% | $2,343+312.1% |
| Participant deferral / active EE | $7,260 | $5,051+43.7% | $6,247+16.2% | $3,332+117.9% |
| Admin fee / account holder | $68,515 | $5,421+1164.0% | $9,244+641.2% | $4,645+1374.9% |