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 | $376,396 | $201,344+86.9% | $184,243+104.3% | $145,877+158.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 8.39% | 29.01%-20.6pp | 28.82%-20.4pp | 551.28%-542.9pp |
| Employer contribution / active EE | $6,187 | $7,022-11.9% | $6,427-3.7% | $4,663+32.7% |
| Participant deferral / active EE | $11,730 | $9,807+19.6% | $9,132+28.4% | $6,691+75.3% |
| Admin fee / account holder | $2,382 | $16,382-85.5% | $13,914-82.9% | $13,402-82.2% |