Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $260,899 | $111,535+133.9% | $105,223+147.9% | $137,256+90.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.57% | 237.85%-226.3pp | 180.65%-169.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $8,172 | $3,939+107.4% | $3,689+121.5% | $4,156+96.6% |
| Participant deferral / active EE | $21,864 | $5,500+297.5% | $5,072+331.1% | $6,407+241.3% |
| Admin fee / account holder | $7,298 | $9,721-24.9% | $8,859-17.6% | $12,270-40.5% |