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 | $335,212 | $178,174+88.1% | $156,181+114.6% | $137,256+144.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 4.41% | 84.19%-79.8pp | 64.87%-60.5pp | 220.34%-215.9pp |
| Employer contribution / active EE | $1,473 | $4,972-70.4% | $4,294-65.7% | $4,156-64.6% |
| Participant deferral / active EE | $13,274 | $6,888+92.7% | $6,132+116.5% | $6,407+107.2% |
| Admin fee / account holder | $178,859 | $17,404+927.7% | $14,586+1126.2% | $12,270+1357.7% |