Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $479,979 | $81,276+490.6% | $155,574+208.5% | $80,925+493.1% |
| Participation rate | 92.5% | 66.2%+26.3pp | 78.2%+14.3pp | 67.7%+24.9pp |
| Annual return | 5.84% | 33.36%-27.5pp | 64.87%-59.0pp | 35.65%-29.8pp |
| Employer contribution / active EE | $21,169 | $3,103+582.2% | $4,676+352.7% | $2,756+668.0% |
| Participant deferral / active EE | $15,827 | $3,453+358.4% | $5,629+181.2% | $4,299+268.2% |
| Admin fee / account holder | $31,753 | $7,993+297.2% | $15,914+99.5% | $6,940+357.5% |