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 | $372,176 | $162,136+129.5% | $152,301+144.4% | $154,746+140.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.46% | 91.02%-80.6pp | 80.50%-70.0pp | 172.34%-161.9pp |
| Employer contribution / active EE | $1,871 | $4,890-61.7% | $4,624-59.5% | $4,379-57.3% |
| Participant deferral / active EE | $7,090 | $8,341-15.0% | $8,004-11.4% | $6,730+5.3% |
| Admin fee / account holder | $250,729 | $15,759+1491.0% | $14,398+1641.4% | $14,365+1645.4% |