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 | $354,997 | $91,198+289.3% | $178,503+98.9% | $79,856+344.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.63% | 24.20%-16.6pp | 151.12%-143.5pp | 31.71%-24.1pp |
| Employer contribution / active EE | $6,088 | $3,257+86.9% | $5,011+21.5% | $2,471+146.3% |
| Participant deferral / active EE | $4,590 | $3,237+41.8% | $5,202-11.8% | $3,741+22.7% |
| Admin fee / account holder | $1,031 | $6,748-84.7% | $13,987-92.6% | $5,306-80.6% |