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 | $346,114 | $85,171+306.4% | $172,752+100.4% | $72,975+374.3% |
| Participation rate | 92.7% | 70.1%+22.7pp | 82.6%+10.1pp | 69.5%+23.2pp |
| Annual return | 5.58% | 27.32%-21.7pp | 802.97%-797.4pp | 81.01%-75.4pp |
| Employer contribution / active EE | $19,661 | $3,324+491.5% | $5,144+282.2% | $2,440+705.8% |
| Participant deferral / active EE | $11,546 | $3,260+254.2% | $5,198+122.1% | $3,608+220.0% |
| Admin fee / account holder | $1,808 | $5,880-69.3% | $13,955-87.0% | $5,124-64.7% |