Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $413,317 | $102,422+303.5% | $147,117+180.9% | $80,959+410.5% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 11.24% | 135.16%-123.9pp | 420.54%-409.3pp | 35.67%-24.4pp |
| Employer contribution / active EE | $4,707 | $3,717+26.6% | $4,932-4.6% | $2,757+70.7% |
| Participant deferral / active EE | $6,832 | $6,652+2.7% | $8,065-15.3% | $4,300+58.9% |
| Admin fee / account holder | $90,265 | $7,953+1034.9% | $12,993+594.7% | $6,925+1203.4% |