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 | $380,933 | $89,370+326.2% | $141,197+169.8% | $72,976+422.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.69% | 111.88%-96.2pp | 71.41%-55.7pp | 81.02%-65.3pp |
| Employer contribution / active EE | $12,502 | $3,115+301.4% | $4,736+164.0% | $2,440+412.4% |
| Participant deferral / active EE | $9,569 | $5,419+76.6% | $6,710+42.6% | $3,608+165.2% |
| Admin fee / account holder | $108,706 | $5,957+1724.9% | $10,265+959.0% | $5,124+2021.5% |