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 | $250,436 | $115,810+116.2% | $101,271+147.3% | $158,966+57.5% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.8%+15.5pp | 82.0%+9.3pp |
| Annual return | 5.16% | 56.15%-51.0pp | 46.48%-41.3pp | 302.95%-297.8pp |
| Employer contribution / active EE | $1,193 | $4,175-71.4% | $3,660-67.4% | $4,762-75.0% |
| Participant deferral / active EE | $5,839 | $4,958+17.8% | $4,371+33.6% | $5,983-2.4% |
| Admin fee / account holder | $8,280 | $7,248+14.2% | $5,948+39.2% | $11,250-26.4% |