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 | $360,240 | $165,381+117.8% | $149,730+140.6% | $158,966+126.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.51% | 348.29%-340.8pp | 276.70%-269.2pp | 302.95%-295.4pp |
| Employer contribution / active EE | $4,609 | $5,104-9.7% | $4,645-0.8% | $4,762-3.2% |
| Participant deferral / active EE | $8,084 | $7,182+12.6% | $6,843+18.1% | $5,983+35.1% |
| Admin fee / account holder | $10,219 | $10,809-5.5% | $9,310+9.8% | $11,250-9.2% |