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 | $415,602 | $88,672+368.7% | $105,223+295.0% | $82,448+404.1% |
| Participation rate | 96.0% | 67.9%+28.1pp | 75.0%+21.0pp | 68.1%+27.9pp |
| Annual return | 7.38% | 30.86%-23.5pp | 180.65%-173.3pp | 41.64%-34.3pp |
| Employer contribution / active EE | $14,445 | $3,048+373.9% | $3,689+291.6% | $2,551+466.3% |
| Participant deferral / active EE | $5,870 | $4,036+45.5% | $5,072+15.7% | $4,139+41.8% |
| Admin fee / account holder | $90,476 | $7,146+1166.1% | $8,859+921.3% | $7,234+1150.6% |