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 | $280,264 | $137,414+104.0% | $189,537+47.9% | $85,847+226.5% |
| Participation rate | 91.3% | 84.6%+6.7pp | 87.8%+3.5pp | 69.3%+22.0pp |
| Annual return | 8.34% | 38.14%-29.8pp | 555.34%-547.0pp | 318.61%-310.3pp |
| Employer contribution / active EE | $7,625 | $4,344+75.5% | $6,161+23.8% | $2,565+197.2% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,372 | $8,630-3.0% | $12,048-30.5% | $6,261+33.7% |