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 | $416,690 | $77,358+438.7% | $102,184+307.8% | $87,485+376.3% |
| Participation rate | 95.7% | 78.7%+17.0pp | 82.6%+13.1pp | 68.9%+26.7pp |
| Annual return | 12.53% | 41.11%-28.6pp | 31.58%-19.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $7,973 | $2,562+211.2% | $3,594+121.9% | $2,596+207.1% |
| Participant deferral / active EE | $17,692 | $6,753+162.0% | $8,309+112.9% | $4,274+314.0% |
| Admin fee / account holder | $31,339 | $6,809+360.2% | $11,609+170.0% | $7,775+303.1% |