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 | $263,019 | $209,422+25.6% | $178,503+47.3% | $158,982+65.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.47% | 188.81%-185.3pp | 151.12%-147.6pp | 302.99%-299.5pp |
| Employer contribution / active EE | $8,791 | $5,707+54.0% | $5,011+75.4% | $4,763+84.6% |
| Participant deferral / active EE | $5,282 | $5,955-11.3% | $5,202+1.5% | $5,983-11.7% |
| Admin fee / account holder | $20,807 | $17,079+21.8% | $13,987+48.8% | $11,252+84.9% |