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 | $341,101 | $157,304+116.8% | $141,197+141.6% | $152,909+123.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.64% | 64.34%-54.7pp | 71.41%-61.8pp | 345.46%-335.8pp |
| Employer contribution / active EE | $3,091 | $5,263-41.3% | $4,736-34.7% | $4,764-35.1% |
| Participant deferral / active EE | $6,563 | $7,111-7.7% | $6,710-2.2% | $5,851+12.2% |
| Admin fee / account holder | $2,034 | $12,126-83.2% | $10,265-80.2% | $11,601-82.5% |