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 | $296,999 | $201,370+47.5% | $184,256+61.2% | $145,897+103.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.76% | 29.05%-22.3pp | 28.85%-22.1pp | 552.29%-545.5pp |
| Employer contribution / active EE | $22,667 | $7,024+222.7% | $6,427+252.7% | $4,663+386.1% |
| Participant deferral / active EE | $20,333 | $9,808+107.3% | $9,133+122.6% | $6,689+204.0% |
| Admin fee / account holder | $720 | $16,364-95.6% | $13,899-94.8% | $13,390-94.6% |