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 | $349,166 | $111,535+213.1% | $105,223+231.8% | $137,256+154.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.31% | 237.85%-226.5pp | 180.65%-169.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $12,140 | $3,939+208.2% | $3,689+229.1% | $4,156+192.1% |
| Participant deferral / active EE | $16,722 | $5,500+204.0% | $5,072+229.7% | $6,407+161.0% |
| Admin fee / account holder | $15,383 | $9,721+58.2% | $8,859+73.6% | $12,270+25.4% |