Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $522,154 | $96,236+442.6% | $136,072+283.7% | $80,935+545.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 10.22% | 28.74%-18.5pp | 580.46%-570.2pp | 35.66%-25.4pp |
| Employer contribution / active EE | $8,854 | $3,350+164.3% | $4,216+110.0% | $2,757+221.2% |
| Participant deferral / active EE | $17,562 | $5,709+207.6% | $7,028+149.9% | $4,299+308.5% |
| Admin fee / account holder | $132,403 | $8,250+1504.9% | $6,718+1870.9% | $6,924+1812.1% |