Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $322,834 | $88,815+263.5% | $81,882+294.3% | $145,897+121.3% |
| Participation rate | 70.0% | 75.1%-5.1pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 6.11% | 1033.75%-1027.6pp | 779.47%-773.4pp | 552.29%-546.2pp |
| Employer contribution / active EE | $642 | $3,086-79.2% | $2,916-78.0% | $4,663-86.2% |
| Participant deferral / active EE | $6,900 | $4,647+48.5% | $4,323+59.6% | $6,689+3.2% |
| Admin fee / account holder | $3,662 | $8,434-56.6% | $7,360-50.2% | $13,390-72.6% |