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 | $254,802 | $174,379+46.1% | $152,093+67.5% | $138,895+83.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.37% | 74.86%-66.5pp | 66.36%-58.0pp | 145.39%-137.0pp |
| Employer contribution / active EE | $5,883 | $4,652+26.5% | $4,175+40.9% | $4,194+40.3% |
| Participant deferral / active EE | $9,772 | $6,159+58.7% | $5,451+79.3% | $6,396+52.8% |
| Admin fee / account holder | $1,184 | $16,880-93.0% | $14,497-91.8% | $12,562-90.6% |