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 | $268,980 | $159,978+68.1% | $147,041+82.9% | $145,978+84.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 7.11% | 98.36%-91.3pp | 419.21%-412.1pp | 550.52%-543.4pp |
| Employer contribution / active EE | $2,318 | $5,288-56.2% | $4,935-53.0% | $4,662-50.3% |
| Participant deferral / active EE | $5,820 | $8,429-31.0% | $8,071-27.9% | $6,690-13.0% |
| Admin fee / account holder | $24,004 | $15,053+59.5% | $13,006+84.6% | $13,400+79.1% |