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 | $342,006 | $174,379+96.1% | $152,093+124.9% | $138,895+146.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.50% | 74.86%-66.4pp | 66.36%-57.9pp | 145.39%-136.9pp |
| Employer contribution / active EE | $3,765 | $4,652-19.1% | $4,175-9.8% | $4,194-10.2% |
| Participant deferral / active EE | $11,653 | $6,159+89.2% | $5,451+113.8% | $6,396+82.2% |
| Admin fee / account holder | $12,223 | $16,880-27.6% | $14,497-15.7% | $12,562-2.7% |