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 | $251,704 | $166,268+51.4% | $165,100+52.5% | $145,897+72.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.60% | 100.52%-91.9pp | 70.21%-61.6pp | 552.29%-543.7pp |
| Employer contribution / active EE | $13,080 | $5,284+147.5% | $4,348+200.8% | $4,663+180.5% |
| Participant deferral / active EE | $12,016 | $6,964+72.5% | $6,035+99.1% | $6,689+79.6% |
| Admin fee / account holder | $29,347 | $16,659+76.2% | $12,696+131.2% | $13,390+119.2% |