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 | $335,620 | $159,934+109.8% | $147,005+128.3% | $145,959+129.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.44% | 98.24%-88.8pp | 418.76%-409.3pp | 561.95%-552.5pp |
| Employer contribution / active EE | $8,660 | $5,287+63.8% | $4,934+75.5% | $4,661+85.8% |
| Participant deferral / active EE | $10,293 | $8,427+22.1% | $8,070+27.6% | $6,689+53.9% |
| Admin fee / account holder | $8,854 | $15,053-41.2% | $13,006-31.9% | $13,398-33.9% |