Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $428,399 | $160,070+167.6% | $147,117+191.2% | $145,897+193.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 8.80% | 98.69%-89.9pp | 420.54%-411.7pp | 552.29%-543.5pp |
| Employer contribution / active EE | $7,000 | $5,285+32.5% | $4,932+41.9% | $4,663+50.1% |
| Participant deferral / active EE | $14,905 | $8,419+77.0% | $8,065+84.8% | $6,689+122.8% |
| Admin fee / account holder | $29,341 | $15,035+95.1% | $12,993+125.8% | $13,390+119.1% |