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 | $321,260 | $160,040+100.7% | $147,096+118.4% | $145,877+120.2% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 8.64% | 98.49%-89.9pp | 419.75%-411.1pp | 551.28%-542.6pp |
| Employer contribution / active EE | $3,923 | $5,289-25.8% | $4,936-20.5% | $4,663-15.9% |
| Participant deferral / active EE | $10,864 | $8,429+28.9% | $8,071+34.6% | $6,691+62.4% |
| Admin fee / account holder | $71,500 | $15,050+375.1% | $13,005+449.8% | $13,402+433.5% |