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 | $303,167 | $102,385+196.1% | $147,080+106.1% | $80,935+274.6% |
| Participation rate | 93.0% | 75.9%+17.2pp | 82.2%+10.8pp | 67.7%+25.4pp |
| Annual return | 10.04% | 135.09%-125.1pp | 420.17%-410.1pp | 35.66%-25.6pp |
| Employer contribution / active EE | $2,743 | $3,717-26.2% | $4,933-44.4% | $2,757-0.5% |
| Participant deferral / active EE | $12,462 | $6,651+87.4% | $8,066+54.5% | $4,299+189.9% |
| Admin fee / account holder | $41,085 | $7,951+416.7% | $12,989+216.3% | $6,924+493.3% |