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 | $356,889 | $162,136+120.1% | $152,301+134.3% | $154,746+130.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.36% | 91.02%-80.7pp | 80.50%-70.1pp | 172.34%-162.0pp |
| Employer contribution / active EE | $3,558 | $4,890-27.3% | $4,624-23.1% | $4,379-18.8% |
| Participant deferral / active EE | $16,718 | $8,341+100.4% | $8,004+108.9% | $6,730+148.4% |
| Admin fee / account holder | $170,129 | $15,759+979.5% | $14,398+1081.6% | $14,365+1084.3% |