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 | $379,916 | $106,864+255.5% | $147,318+157.9% | $82,637+359.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 10.96% | 27.49%-16.5pp | 70.43%-59.5pp | 53.51%-42.5pp |
| Employer contribution / active EE | $17,009 | $3,417+397.8% | $4,593+270.3% | $2,552+566.5% |
| Participant deferral / active EE | $10,079 | $6,496+55.2% | $7,906+27.5% | $4,126+144.3% |
| Admin fee / account holder | $156,452 | $8,415+1759.2% | $13,708+1041.4% | $7,339+2031.8% |