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 | $283,009 | $47,479+496.1% | $62,929+349.7% | $82,448+243.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 9.99% | 20.34%-10.4pp | 1063.93%-1053.9pp | 41.64%-31.7pp |
| Employer contribution / active EE | $12,142 | $1,885+544.0% | $2,505+384.8% | $2,551+376.0% |
| Participant deferral / active EE | $5,913 | $2,870+106.0% | $3,888+52.1% | $4,139+42.8% |
| Admin fee / account holder | $13,591 | $3,804+257.3% | $5,065+168.4% | $7,234+87.9% |