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 | $385,013 | $172,111+123.7% | $150,298+156.2% | $137,256+180.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.07% | 69.37%-59.3pp | 62.79%-52.7pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,914 | $4,636-58.7% | $4,154-53.9% | $4,156-54.0% |
| Participant deferral / active EE | $15,375 | $6,166+149.4% | $5,453+182.0% | $6,407+140.0% |
| Admin fee / account holder | $53,651 | $16,471+225.7% | $14,116+280.1% | $12,270+337.2% |