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 | $305,595 | $227,291+34.5% | $214,702+42.3% | $155,188+96.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 8.37% | 60.08%-51.7pp | 54.55%-46.2pp | 148.84%-140.5pp |
| Employer contribution / active EE | $13,633 | $6,772+101.3% | $6,461+111.0% | $4,248+220.9% |
| Participant deferral / active EE | $20,494 | $9,582+113.9% | $9,147+124.1% | $6,531+213.8% |
| Admin fee / account holder | $15,329 | $20,413-24.9% | $19,830-22.7% | $14,480+5.9% |