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 | $319,148 | $154,228+106.9% | $145,433+119.4% | $137,256+132.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.63% | 74.59%-63.0pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $3,966 | $4,804-17.4% | $4,554-12.9% | $4,156-4.6% |
| Participant deferral / active EE | $7,803 | $8,216-5.0% | $7,897-1.2% | $6,407+21.8% |
| Admin fee / account holder | $2,054 | $14,344-85.7% | $13,129-84.4% | $12,270-83.3% |