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 | $331,170 | $108,825+204.3% | $156,181+112.0% | $82,448+301.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 11.74% | 20.59%-8.9pp | 64.87%-53.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $16,011 | $2,870+457.9% | $4,294+272.9% | $2,551+527.7% |
| Participant deferral / active EE | $13,176 | $4,577+187.9% | $6,132+114.9% | $4,139+218.3% |
| Admin fee / account holder | $144,143 | $9,341+1443.2% | $14,586+888.2% | $7,234+1892.5% |