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 | $278,440 | $154,228+80.5% | $145,433+91.5% | $137,256+102.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.97% | 74.59%-68.6pp | 66.58%-60.6pp | 220.34%-214.4pp |
| Employer contribution / active EE | $6,084 | $4,804+26.6% | $4,554+33.6% | $4,156+46.4% |
| Participant deferral / active EE | $19,713 | $8,216+139.9% | $7,897+149.6% | $6,407+207.7% |
| Admin fee / account holder | $2,276 | $14,344-84.1% | $13,129-82.7% | $12,270-81.5% |