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 | $311,092 | $227,291+36.9% | $214,702+44.9% | $155,188+100.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 2.67% | 60.08%-57.4pp | 54.55%-51.9pp | 148.84%-146.2pp |
| Employer contribution / active EE | $9,494 | $6,772+40.2% | $6,461+47.0% | $4,248+123.5% |
| Participant deferral / active EE | $13,824 | $9,582+44.3% | $9,147+51.1% | $6,531+111.7% |
| Admin fee / account holder | $18,037 | $20,413-11.6% | $19,830-9.0% | $14,480+24.6% |