Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $279,996 | $81,276+244.5% | $155,574+80.0% | $80,925+246.0% |
| Participation rate | 98.6% | 66.2%+32.3pp | 78.2%+20.3pp | 67.7%+30.9pp |
| Annual return | 10.60% | 33.36%-22.8pp | 64.87%-54.3pp | 35.65%-25.0pp |
| Employer contribution / active EE | $8,101 | $3,103+161.1% | $4,676+73.3% | $2,756+193.9% |
| Participant deferral / active EE | $5,905 | $3,453+71.0% | $5,629+4.9% | $4,299+37.4% |
| Admin fee / account holder | $9,089 | $7,993+13.7% | $15,914-42.9% | $6,940+31.0% |