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 | $268,443 | $209,874+27.9% | $189,537+41.6% | $167,536+60.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.81% | 748.61%-741.8pp | 555.34%-548.5pp | 478.82%-472.0pp |
| Employer contribution / active EE | $11,143 | $6,913+61.2% | $6,161+80.9% | $4,839+130.3% |
| Participant deferral / active EE | $16,151 | $8,934+80.8% | $8,220+96.5% | $6,342+154.7% |
| Admin fee / account holder | $599 | $14,299-95.8% | $12,048-95.0% | $12,315-95.1% |