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 | $262,274 | $88,672+195.8% | $105,223+149.3% | $82,448+218.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 11.15% | 30.86%-19.7pp | 180.65%-169.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $5,356 | $3,048+75.7% | $3,689+45.2% | $2,551+109.9% |
| Participant deferral / active EE | $7,460 | $4,036+84.9% | $5,072+47.1% | $4,139+80.2% |
| Admin fee / account holder | $18,500 | $7,146+158.9% | $8,859+108.8% | $7,234+155.7% |