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 | $269,234 | $176,838+52.2% | $146,685+83.5% | $167,518+60.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.07% | 24.04%-18.0pp | 22.75%-16.7pp | 478.71%-472.6pp |
| Employer contribution / active EE | $7,501 | $5,161+45.3% | $4,137+81.3% | $4,838+55.0% |
| Participant deferral / active EE | $2,281 | $6,441-64.6% | $5,507-58.6% | $6,342-64.0% |
| Admin fee / account holder | $696 | $13,262-94.8% | $10,281-93.2% | $12,312-94.3% |