Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $263,045 | $154,228+70.6% | $145,433+80.9% | $137,256+91.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.16% | 74.59%-71.4pp | 66.58%-63.4pp | 220.34%-217.2pp |
| Employer contribution / active EE | $18,823 | $4,804+291.8% | $4,554+313.3% | $4,156+352.9% |
| Participant deferral / active EE | $15,780 | $8,216+92.0% | $7,897+99.8% | $6,407+146.3% |
| Admin fee / account holder | $3,303 | $14,344-77.0% | $13,129-74.8% | $12,270-73.1% |