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 | $254,302 | $100,060+154.1% | $149,721+69.9% | $70,126+262.6% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.1%+9.2pp | 69.5%+26.8pp |
| Annual return | 7.57% | 27.46%-19.9pp | 1501.67%-1494.1pp | 73.15%-65.6pp |
| Employer contribution / active EE | $13,786 | $3,661+276.6% | $5,444+153.2% | $2,343+488.5% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,040 | $8,285+33.3% | $11,282-2.1% | $4,645+137.7% |