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 | $312,472 | $99,875+212.9% | $146,866+112.8% | $86,983+259.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 12.22% | 28.10%-15.9pp | 102.85%-90.6pp | 25.83%-13.6pp |
| Employer contribution / active EE | $13,656 | $3,224+323.5% | $4,425+208.6% | $2,584+428.4% |
| Participant deferral / active EE | $8,265 | $6,322+30.7% | $7,759+6.5% | $4,194+97.1% |
| Admin fee / account holder | $2,852 | $7,838-63.6% | $13,620-79.1% | $7,856-63.7% |