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 | $284,590 | $176,105+61.6% | $159,474+78.5% | $167,536+69.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.63% | 331.91%-323.3pp | 263.68%-255.0pp | 478.82%-470.2pp |
| Employer contribution / active EE | $1,594 | $5,299-69.9% | $4,831-67.0% | $4,839-67.1% |
| Participant deferral / active EE | $4,883 | $7,751-37.0% | $7,353-33.6% | $6,342-23.0% |
| Admin fee / account holder | $11,742 | $12,559-6.5% | $10,802+8.7% | $12,315-4.6% |