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 | $366,378 | $209,847+74.6% | $189,520+93.3% | $167,518+118.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.76% | 748.45%-739.7pp | 555.25%-546.5pp | 478.71%-469.9pp |
| Employer contribution / active EE | $12,071 | $6,913+74.6% | $6,161+95.9% | $4,838+149.5% |
| Participant deferral / active EE | $7,525 | $8,934-15.8% | $8,220-8.5% | $6,342+18.7% |
| Admin fee / account holder | $1,291 | $14,295-91.0% | $12,046-89.3% | $12,312-89.5% |