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 | $363,727 | $157,304+131.2% | $141,197+157.6% | $152,909+137.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.29% | 64.34%-53.1pp | 71.41%-60.1pp | 345.46%-334.2pp |
| Employer contribution / active EE | $9,213 | $5,263+75.1% | $4,736+94.5% | $4,764+93.4% |
| Participant deferral / active EE | $15,012 | $7,111+111.1% | $6,710+123.7% | $5,851+156.6% |
| Admin fee / account holder | $7,565 | $12,126-37.6% | $10,265-26.3% | $11,601-34.8% |