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 | $339,513 | $161,352+110.4% | $134,172+153.0% | $137,256+147.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 6.92% | 28.72%-21.8pp | 25.30%-18.4pp | 220.34%-213.4pp |
| Employer contribution / active EE | $4,250 | $4,099+3.7% | $3,420+24.3% | $4,156+2.3% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $16,708 | $15,028+11.2% | $12,016+39.1% | $12,270+36.2% |