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 | $1,339,793 | $95,415+1304.2% | $185,851+620.9% | $85,851+1460.6% |
| Participation rate | 89.7% | 68.8%+20.9pp | 81.7%+7.9pp | 69.3%+20.3pp |
| Annual return | 9.73% | 23.59%-13.9pp | 122.11%-112.4pp | 318.63%-308.9pp |
| Employer contribution / active EE | $29,829 | $3,314+800.1% | $5,168+477.1% | $2,565+1062.7% |
| Participant deferral / active EE | $18,711 | $3,424+446.5% | $5,569+236.0% | $3,952+373.4% |
| Admin fee / account holder | $4,312 | $7,215-40.2% | $16,245-73.5% | $6,261-31.1% |