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 | $372,197 | $185,312+100.8% | $161,489+130.5% | $154,746+140.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.84% | 103.84%-94.0pp | 89.72%-79.9pp | 172.34%-162.5pp |
| Employer contribution / active EE | $15,020 | $4,769+215.0% | $4,268+251.9% | $4,379+243.0% |
| Participant deferral / active EE | $8,031 | $6,350+26.5% | $5,630+42.7% | $6,730+19.3% |
| Admin fee / account holder | $7,053 | $18,654-62.2% | $16,006-55.9% | $14,365-50.9% |