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 | $379,560 | $89,370+324.7% | $141,197+168.8% | $72,976+420.1% |
| Participation rate | 97.6% | 75.1%+22.5pp | 82.5%+15.2pp | 69.5%+28.2pp |
| Annual return | 18.82% | 111.88%-93.1pp | 71.41%-52.6pp | 81.02%-62.2pp |
| Employer contribution / active EE | $11,207 | $3,115+259.8% | $4,736+136.6% | $2,440+359.3% |
| Participant deferral / active EE | $10,151 | $5,419+87.3% | $6,710+51.3% | $3,608+181.4% |
| Admin fee / account holder | $17,796 | $5,957+198.8% | $10,265+73.4% | $5,124+247.3% |