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 | $265,934 | $157,296+69.1% | $141,191+88.4% | $152,897+73.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.44% | 64.34%-53.9pp | 71.41%-61.0pp | 345.43%-335.0pp |
| Employer contribution / active EE | $9,432 | $5,262+79.2% | $4,736+99.2% | $4,764+98.0% |
| Participant deferral / active EE | $8,100 | $7,111+13.9% | $6,710+20.7% | $5,851+38.4% |
| Admin fee / account holder | $1,759 | $12,125-85.5% | $10,264-82.9% | $11,599-84.8% |