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 | $404,301 | $102,429+294.7% | $147,096+174.9% | $80,925+399.6% |
| Participation rate | 90.6% | 75.9%+14.8pp | 82.2%+8.4pp | 67.7%+23.0pp |
| Annual return | 10.79% | 135.02%-124.2pp | 419.75%-409.0pp | 35.65%-24.9pp |
| Employer contribution / active EE | $13,573 | $3,716+265.3% | $4,936+175.0% | $2,756+392.5% |
| Participant deferral / active EE | $15,846 | $6,649+138.3% | $8,071+96.3% | $4,299+268.6% |
| Admin fee / account holder | $47,382 | $7,957+495.5% | $13,005+264.3% | $6,940+582.7% |