Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $269,381 | $201,372+33.8% | $184,260+46.2% | $145,884+84.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.76% | 29.04%-24.3pp | 28.84%-24.1pp | 551.85%-547.1pp |
| Employer contribution / active EE | $19,185 | $7,024+173.1% | $6,427+198.5% | $4,662+311.5% |
| Participant deferral / active EE | $20,916 | $9,808+113.3% | $9,133+129.0% | $6,690+212.7% |
| Admin fee / account holder | $20,840 | $16,362+27.4% | $13,898+49.9% | $13,392+55.6% |