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 | $356,138 | $175,259+103.2% | $149,723+137.9% | $139,487+155.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.60% | 166.82%-157.2pp | 134.50%-124.9pp | 373.84%-364.2pp |
| Employer contribution / active EE | $9,428 | $5,478+72.1% | $4,821+95.6% | $4,755+98.3% |
| Participant deferral / active EE | $6,967 | $6,522+6.8% | $5,682+22.6% | $6,713+3.8% |
| Admin fee / account holder | $2,153 | $16,158-86.7% | $13,215-83.7% | $11,407-81.1% |