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 | $322,969 | $183,592+75.9% | $155,574+107.6% | $145,877+121.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.67% | 61.37%-53.7pp | 64.87%-57.2pp | 551.28%-543.6pp |
| Employer contribution / active EE | $3,602 | $5,317-32.2% | $4,676-23.0% | $4,663-22.7% |
| Participant deferral / active EE | $13,716 | $6,466+112.1% | $5,629+143.7% | $6,691+105.0% |
| Admin fee / account holder | $800 | $19,316-95.9% | $15,914-95.0% | $13,402-94.0% |