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 | $320,808 | $160,040+100.5% | $147,096+118.1% | $145,877+119.9% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 8.65% | 98.49%-89.8pp | 419.75%-411.1pp | 551.28%-542.6pp |
| Employer contribution / active EE | $6,264 | $5,289+18.4% | $4,936+26.9% | $4,663+34.3% |
| Participant deferral / active EE | $11,082 | $8,429+31.5% | $8,071+37.3% | $6,691+65.6% |
| Admin fee / account holder | $14,137 | $15,050-6.1% | $13,005+8.7% | $13,402+5.5% |