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 | $282,407 | $202,342+39.6% | $172,752+63.5% | $152,897+84.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.57% | 1029.83%-1020.3pp | 802.97%-793.4pp | 345.43%-335.9pp |
| Employer contribution / active EE | $10,883 | $5,858+85.8% | $5,144+111.6% | $4,764+128.5% |
| Participant deferral / active EE | $10,663 | $5,948+79.3% | $5,198+105.1% | $5,851+82.2% |
| Admin fee / account holder | $6,297 | $17,111-63.2% | $13,955-54.9% | $11,599-45.7% |