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 | $265,130 | $149,040+77.9% | $120,225+120.5% | $137,256+93.2% |
| Participation rate | 93.3% | 75.4%+17.9pp | 69.6%+23.8pp | 80.0%+13.4pp |
| Annual return | 8.71% | 605.68%-597.0pp | 439.23%-430.5pp | 220.34%-211.6pp |
| Employer contribution / active EE | $5,160 | $4,350+18.6% | $3,475+48.5% | $4,156+24.2% |
| Participant deferral / active EE | $10,320 | $4,655+121.7% | $3,999+158.1% | $6,407+61.1% |
| Admin fee / account holder | $164,979 | $6,348+2499.0% | $5,696+2796.2% | $12,270+1244.6% |