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 | $269,323 | $101,591+165.1% | $147,096+83.1% | $74,429+261.9% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.8pp | 67.2%+31.8pp |
| Annual return | 12.60% | 8746.45%-8733.9pp | 419.75%-407.1pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $4,445 | $3,813+16.6% | $4,936-9.9% | $2,625+69.3% |
| Participant deferral / active EE | $10,930 | $7,302+49.7% | $8,071+35.4% | $4,348+151.4% |
| Admin fee / account holder | $6,795 | $1,750+288.3% | $13,005-47.7% | $1,944+249.5% |