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 | $255,752 | $185,883+37.6% | $170,043+50.4% | $139,466+83.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.96% | 60.54%-52.6pp | 53.40%-45.4pp | 373.66%-365.7pp |
| Employer contribution / active EE | $7,070 | $7,596-6.9% | $6,790+4.1% | $4,754+48.7% |
| Participant deferral / active EE | $16,626 | $11,626+43.0% | $10,410+59.7% | $6,712+147.7% |
| Admin fee / account holder | $751 | $15,393-95.1% | $12,824-94.1% | $11,409-93.4% |