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 | $349,741 | $176,105+98.6% | $159,474+119.3% | $167,536+108.8% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 7.88% | 331.91%-324.0pp | 263.68%-255.8pp | 478.82%-470.9pp |
| Employer contribution / active EE | $15,028 | $5,299+183.6% | $4,831+211.1% | $4,839+210.5% |
| Participant deferral / active EE | $11,086 | $7,751+43.0% | $7,353+50.8% | $6,342+74.8% |
| Admin fee / account holder | $95,192 | $12,559+657.9% | $10,802+781.2% | $12,315+673.0% |