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 | $393,233 | $183,592+114.2% | $155,567+152.8% | $145,959+169.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 7.20% | 61.24%-54.0pp | 64.74%-57.5pp | 561.95%-554.7pp |
| Employer contribution / active EE | $8,205 | $5,315+54.4% | $4,674+75.5% | $4,661+76.0% |
| Participant deferral / active EE | $6,096 | $6,464-5.7% | $5,628+8.3% | $6,689-8.9% |
| Admin fee / account holder | $2,485 | $19,318-87.1% | $15,916-84.4% | $13,398-81.5% |