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 | $306,294 | $154,228+98.6% | $145,433+110.6% | $137,256+123.2% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 9.43% | 74.59%-65.2pp | 66.58%-57.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $8,092 | $4,804+68.4% | $4,554+77.7% | $4,156+94.7% |
| Participant deferral / active EE | $5,993 | $8,216-27.1% | $7,897-24.1% | $6,407-6.5% |
| Admin fee / account holder | $192,744 | $14,344+1243.8% | $13,129+1368.1% | $12,270+1470.8% |