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 | $258,812 | $159,978+61.8% | $147,041+76.0% | $145,978+77.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.90% | 98.36%-89.5pp | 419.21%-410.3pp | 550.52%-541.6pp |
| Employer contribution / active EE | $3,018 | $5,288-42.9% | $4,935-38.9% | $4,662-35.3% |
| Participant deferral / active EE | $11,350 | $8,429+34.7% | $8,071+40.6% | $6,690+69.7% |
| Admin fee / account holder | $5,550 | $15,053-63.1% | $13,006-57.3% | $13,400-58.6% |