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 | $263,381 | $129,737+103.0% | $119,126+121.1% | $154,746+70.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.51% | 379.08%-369.6pp | 282.11%-272.6pp | 172.34%-162.8pp |
| Employer contribution / active EE | $7,579 | $4,375+73.2% | $4,034+87.9% | $4,379+73.1% |
| Participant deferral / active EE | $7,715 | $5,842+32.1% | $5,318+45.1% | $6,730+14.6% |
| Admin fee / account holder | $5,023 | $11,961-58.0% | $10,693-53.0% | $14,365-65.0% |