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 | $319,459 | $106,749+199.3% | $145,433+119.7% | $82,448+287.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.38% | 27.59%-14.2pp | 66.58%-53.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $13,318 | $3,444+286.7% | $4,554+192.4% | $2,551+422.1% |
| Participant deferral / active EE | $11,447 | $6,519+75.6% | $7,897+44.9% | $4,139+176.5% |
| Admin fee / account holder | $37,415 | $8,390+345.9% | $13,129+185.0% | $7,234+417.2% |