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 | $442,733 | $99,875+343.3% | $146,866+201.5% | $86,983+409.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 10.95% | 28.10%-17.1pp | 102.85%-91.9pp | 25.83%-14.9pp |
| Employer contribution / active EE | $7,362 | $3,224+128.3% | $4,425+66.4% | $2,584+184.9% |
| Participant deferral / active EE | $6,273 | $6,322-0.8% | $7,759-19.2% | $4,194+49.6% |
| Admin fee / account holder | $43,186 | $7,838+451.0% | $13,620+217.1% | $7,856+449.7% |