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 | $271,153 | $178,174+52.2% | $156,181+73.6% | $137,256+97.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.28% | 84.19%-76.9pp | 64.87%-57.6pp | 220.34%-213.1pp |
| Employer contribution / active EE | $3,125 | $4,972-37.2% | $4,294-27.2% | $4,156-24.8% |
| Participant deferral / active EE | $10,654 | $6,888+54.7% | $6,132+73.7% | $6,407+66.3% |
| Admin fee / account holder | $1,705 | $17,404-90.2% | $14,586-88.3% | $12,270-86.1% |