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 | $341,780 | $102,429+233.7% | $147,096+132.4% | $80,925+322.3% |
| Participation rate | 86.4% | 75.9%+10.5pp | 82.2%+4.2pp | 67.7%+18.7pp |
| Annual return | 9.83% | 135.02%-125.2pp | 419.75%-409.9pp | 35.65%-25.8pp |
| Employer contribution / active EE | $13,971 | $3,716+276.0% | $4,936+183.1% | $2,756+406.9% |
| Participant deferral / active EE | $17,228 | $6,649+159.1% | $8,071+113.4% | $4,299+300.8% |
| Admin fee / account holder | $110,861 | $7,957+1293.3% | $13,005+752.4% | $6,940+1497.4% |