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 | $102,385+428.5% | $147,080+267.9% | $80,935+568.5% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 3.96% | 135.09%-131.1pp | 420.17%-416.2pp | 35.66%-31.7pp |
| Employer contribution / active EE | $7,250 | $3,717+95.1% | $4,933+47.0% | $2,757+163.0% |
| Participant deferral / active EE | $15,266 | $6,651+129.5% | $8,066+89.3% | $4,299+255.1% |
| Admin fee / account holder | $9,340 | $7,951+17.5% | $12,989-28.1% | $6,924+34.9% |