Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $286,327 | $201,370+42.2% | $184,256+55.4% | $145,897+96.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.67% | 29.05%-22.4pp | 28.85%-22.2pp | 552.29%-545.6pp |
| Employer contribution / active EE | $4,318 | $7,024-38.5% | $6,427-32.8% | $4,663-7.4% |
| Participant deferral / active EE | $15,407 | $9,808+57.1% | $9,133+68.7% | $6,689+130.3% |
| Admin fee / account holder | $2,374 | $16,364-85.5% | $13,899-82.9% | $13,390-82.3% |