Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $306,497 | $183,516+67.0% | $155,534+97.1% | $145,884+110.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.61% | 61.43%-52.8pp | 64.92%-56.3pp | 551.85%-543.2pp |
| Employer contribution / active EE | $21,125 | $5,315+297.5% | $4,675+351.9% | $4,662+353.1% |
| Participant deferral / active EE | $31,000 | $6,467+379.4% | $5,630+450.6% | $6,690+363.4% |
| Admin fee / account holder | $3,422 | $19,293-82.3% | $15,900-78.5% | $13,392-74.4% |