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 | $265,764 | $51,638+414.7% | $68,368+288.7% | $82,448+222.3% |
| Participation rate | 97.6% | 63.6%+34.0pp | 73.8%+23.8pp | 68.1%+29.5pp |
| Annual return | 12.51% | 37.53%-25.0pp | 292.57%-280.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $7,055 | $2,047+244.7% | $2,649+166.3% | $2,551+176.6% |
| Participant deferral / active EE | $8,690 | $2,914+198.3% | $4,123+110.8% | $4,139+109.9% |
| Admin fee / account holder | $18,243 | $4,643+292.9% | $5,150+254.3% | $7,234+152.2% |