Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $304,881 | $154,228+97.7% | $145,433+109.6% | $137,256+122.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.04% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,981 | $4,804-37.9% | $4,554-34.5% | $4,156-28.3% |
| Participant deferral / active EE | $10,103 | $8,216+23.0% | $7,897+27.9% | $6,407+57.7% |
| Admin fee / account holder | $2,633 | $14,344-81.6% | $13,129-79.9% | $12,270-78.5% |