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 | $425,200 | $76,407+456.5% | $150,298+182.9% | $82,448+415.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.45% | 39.99%-27.5pp | 62.79%-50.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $16,327 | $2,614+524.6% | $4,154+293.0% | $2,551+540.0% |
| Participant deferral / active EE | $16,914 | $3,214+426.2% | $5,453+210.2% | $4,139+308.6% |
| Admin fee / account holder | $44,646 | $6,352+602.9% | $14,116+216.3% | $7,234+517.1% |