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 | $321,276 | $180,749+77.7% | $160,784+99.8% | $137,256+134.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.06% | 2234.46%-2224.4pp | 1803.92%-1793.9pp | 220.34%-210.3pp |
| Employer contribution / active EE | $3,373 | $4,155-18.8% | $3,733-9.7% | $4,156-18.9% |
| Participant deferral / active EE | $15,400 | $6,844+125.0% | $6,293+144.7% | $6,407+140.4% |
| Admin fee / account holder | $35,518 | $10,397+241.6% | $9,717+265.5% | $12,270+189.5% |