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 | $373,470 | $162,136+130.3% | $152,301+145.2% | $154,746+141.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.14% | 91.02%-81.9pp | 80.50%-71.4pp | 172.34%-163.2pp |
| Employer contribution / active EE | $20,333 | $4,890+315.8% | $4,624+339.7% | $4,379+364.3% |
| Participant deferral / active EE | $8,150 | $8,341-2.3% | $8,004+1.8% | $6,730+21.1% |
| Admin fee / account holder | $147,911 | $15,759+838.6% | $14,398+927.3% | $14,365+929.6% |