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 | $360,262 | $85,766+320.1% | $136,298+164.3% | $70,126+413.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.30% | 31.46%-20.2pp | 5156.27%-5145.0pp | 73.15%-61.8pp |
| Employer contribution / active EE | $7,699 | $2,966+159.6% | $4,696+64.0% | $2,343+228.7% |
| Participant deferral / active EE | $15,356 | $5,051+204.0% | $6,247+145.8% | $3,332+360.9% |
| Admin fee / account holder | $55,200 | $5,421+918.3% | $9,244+497.1% | $4,645+1088.2% |