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 | $352,007 | $172,111+104.5% | $150,298+134.2% | $137,256+156.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.13% | 69.37%-58.2pp | 62.79%-51.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $7,758 | $4,636+67.3% | $4,154+86.8% | $4,156+86.7% |
| Participant deferral / active EE | $6,172 | $6,166+0.1% | $5,453+13.2% | $6,407-3.7% |
| Admin fee / account holder | $131,606 | $16,471+699.0% | $14,116+832.3% | $12,270+972.6% |