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 | $276,289 | $160,040+72.6% | $147,096+87.8% | $145,877+89.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 5.55% | 98.49%-92.9pp | 419.75%-414.2pp | 551.28%-545.7pp |
| Employer contribution / active EE | $8,692 | $5,289+64.3% | $4,936+76.1% | $4,663+86.4% |
| Participant deferral / active EE | $9,983 | $8,429+18.4% | $8,071+23.7% | $6,691+49.2% |
| Admin fee / account holder | $1,372 | $15,050-90.9% | $13,005-89.4% | $13,402-89.8% |