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 | $283,962 | $209,888+35.3% | $189,545+49.8% | $167,553+69.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.77% | 748.66%-739.9pp | 555.36%-546.6pp | 478.89%-470.1pp |
| Employer contribution / active EE | $2,234 | $6,915-67.7% | $6,162-63.7% | $4,840-53.8% |
| Participant deferral / active EE | $6,901 | $8,934-22.8% | $8,220-16.1% | $6,343+8.8% |
| Admin fee / account holder | $10,040 | $14,300-29.8% | $12,049-16.7% | $12,316-18.5% |