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 | $267,357 | $209,425+27.7% | $178,499+49.8% | $158,966+68.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.10% | 188.80%-183.7pp | 151.10%-146.0pp | 302.95%-297.8pp |
| Employer contribution / active EE | $2,234 | $5,707-60.9% | $5,011-55.4% | $4,762-53.1% |
| Participant deferral / active EE | $7,098 | $5,955+19.2% | $5,202+36.5% | $5,983+18.6% |
| Admin fee / account holder | $11,260 | $17,078-34.1% | $13,986-19.5% | $11,250+0.1% |