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 | $260,395 | $154,228+68.8% | $145,433+79.0% | $137,256+89.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 4.28% | 74.59%-70.3pp | 66.58%-62.3pp | 220.34%-216.1pp |
| Employer contribution / active EE | $1,973 | $4,804-58.9% | $4,554-56.7% | $4,156-52.5% |
| Participant deferral / active EE | $2,530 | $8,216-69.2% | $7,897-68.0% | $6,407-60.5% |
| Admin fee / account holder | $208,506 | $14,344+1353.7% | $13,129+1488.1% | $12,270+1599.3% |