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 | $371,555 | $107,421+245.9% | $182,262+103.9% | $94,015+295.2% |
| Participation rate | 97.1% | 77.8%+19.4pp | 84.2%+12.9pp | 70.8%+26.3pp |
| Annual return | 11.80% | 21.32%-9.5pp | 140.60%-128.8pp | 17.84%-6.0pp |
| Employer contribution / active EE | $12,688 | $3,448+268.0% | $5,046+151.5% | $2,790+354.7% |
| Participant deferral / active EE | $10,901 | $6,558+66.2% | $8,276+31.7% | $4,249+156.5% |
| Admin fee / account holder | $7,809 | $8,692-10.2% | $16,712-53.3% | $8,951-12.8% |