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 | $606,855 | $91,167+565.7% | $178,498+240.0% | $79,858+659.9% |
| Participation rate | 90.2% | 69.2%+21.0pp | 81.9%+8.2pp | 69.6%+20.5pp |
| Annual return | 9.47% | 24.19%-14.7pp | 151.09%-141.6pp | 31.72%-22.3pp |
| Employer contribution / active EE | $17,925 | $3,255+450.6% | $5,011+257.7% | $2,471+625.4% |
| Participant deferral / active EE | $14,041 | $3,236+334.0% | $5,202+169.9% | $3,740+275.4% |
| Admin fee / account holder | $38,077 | $6,747+464.3% | $13,985+172.3% | $5,306+617.6% |