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 | $346,793 | $150,447+130.5% | $136,298+154.4% | $147,586+135.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 5.85% | 1049.15%-1043.3pp | 5156.27%-5150.4pp | 578.59%-572.7pp |
| Employer contribution / active EE | $5,945 | $5,256+13.1% | $4,696+26.6% | $4,876+21.9% |
| Participant deferral / active EE | $12,780 | $6,631+92.7% | $6,247+104.6% | $5,439+135.0% |
| Admin fee / account holder | $10,059 | $10,906-7.8% | $9,244+8.8% | $10,886-7.6% |