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 | $322,677 | $148,582+117.2% | $135,942+137.4% | $139,456+131.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 2.50% | 79.26%-76.8pp | 68.28%-65.8pp | 373.45%-370.9pp |
| Employer contribution / active EE | $13,256 | $5,245+152.8% | $4,858+172.9% | $4,753+178.9% |
| Participant deferral / active EE | $17,586 | $8,101+117.1% | $7,759+126.7% | $6,711+162.0% |
| Admin fee / account holder | $16,036 | $12,402+29.3% | $10,764+49.0% | $11,407+40.6% |