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 | $541,083 | $102,429+428.3% | $147,096+267.8% | $80,925+568.6% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 3.96% | 135.02%-131.1pp | 419.75%-415.8pp | 35.65%-31.7pp |
| Employer contribution / active EE | $7,250 | $3,716+95.1% | $4,936+46.9% | $2,756+163.0% |
| Participant deferral / active EE | $15,266 | $6,649+129.6% | $8,071+89.1% | $4,299+255.1% |
| Admin fee / account holder | $9,340 | $7,957+17.4% | $13,005-28.2% | $6,940+34.6% |