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 | $1,249,233 | $106,749+1070.2% | $145,433+759.0% | $82,448+1415.2% |
| Participation rate | 86.5% | 75.6%+10.8pp | 82.1%+4.4pp | 68.1%+18.4pp |
| Annual return | 12.82% | 27.59%-14.8pp | 66.58%-53.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $20,496 | $3,444+495.1% | $4,554+350.0% | $2,551+703.5% |
| Participant deferral / active EE | $12,568 | $6,519+92.8% | $7,897+59.1% | $4,139+203.6% |
| Admin fee / account holder | $270,083 | $8,390+3119.1% | $13,129+1957.1% | $7,234+3633.3% |