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 | $370,842 | $106,749+247.4% | $145,433+155.0% | $82,448+349.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.02% | 27.59%-15.6pp | 66.58%-54.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $16,734 | $3,444+385.8% | $4,554+267.4% | $2,551+556.0% |
| Participant deferral / active EE | $12,230 | $6,519+87.6% | $7,897+54.9% | $4,139+195.5% |
| Admin fee / account holder | $51,859 | $8,390+518.1% | $13,129+295.0% | $7,234+616.8% |