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 | $480,140 | $89,370+437.2% | $141,197+240.0% | $72,976+557.9% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 16.22% | 111.88%-95.7pp | 71.41%-55.2pp | 81.02%-64.8pp |
| Employer contribution / active EE | $13,616 | $3,115+337.1% | $4,736+187.5% | $2,440+458.0% |
| Participant deferral / active EE | $10,794 | $5,419+99.2% | $6,710+60.9% | $3,608+199.2% |
| Admin fee / account holder | $23,058 | $5,957+287.1% | $10,265+124.6% | $5,124+350.0% |