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 | $322,790 | $148,629+117.2% | $135,982+137.4% | $139,487+131.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.42% | 79.33%-67.9pp | 68.32%-56.9pp | 373.84%-362.4pp |
| Employer contribution / active EE | $8,258 | $5,247+57.4% | $4,859+69.9% | $4,755+73.7% |
| Participant deferral / active EE | $7,443 | $8,102-8.1% | $7,760-4.1% | $6,713+10.9% |
| Admin fee / account holder | $338 | $12,406-97.3% | $10,767-96.9% | $11,407-97.0% |