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 | $441,490 | $106,864+313.1% | $147,318+199.7% | $82,637+434.3% |
| Participation rate | 92.1% | 75.5%+16.6pp | 82.1%+10.0pp | 68.1%+24.0pp |
| Annual return | 12.22% | 27.49%-15.3pp | 70.43%-58.2pp | 53.51%-41.3pp |
| Employer contribution / active EE | $15,556 | $3,417+355.3% | $4,593+238.7% | $2,552+509.5% |
| Participant deferral / active EE | $11,354 | $6,496+74.8% | $7,906+43.6% | $4,126+175.2% |
| Admin fee / account holder | $63,372 | $8,415+653.1% | $13,708+362.3% | $7,339+763.5% |