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 | $325,970 | $165,399+97.1% | $149,745+117.7% | $158,982+105.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.87% | 348.34%-342.5pp | 276.72%-270.9pp | 302.99%-297.1pp |
| Employer contribution / active EE | $8,724 | $5,105+70.9% | $4,646+87.8% | $4,763+83.2% |
| Participant deferral / active EE | $10,160 | $7,183+41.5% | $6,843+48.5% | $5,983+69.8% |
| Admin fee / account holder | $5,482 | $10,811-49.3% | $9,312-41.1% | $11,252-51.3% |