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 | $358,477 | $183,592+95.3% | $155,574+130.4% | $145,877+145.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.37% | 61.37%-54.0pp | 64.87%-57.5pp | 551.28%-543.9pp |
| Employer contribution / active EE | $5,747 | $5,317+8.1% | $4,676+22.9% | $4,663+23.2% |
| Participant deferral / active EE | $19,476 | $6,466+201.2% | $5,629+246.0% | $6,691+191.1% |
| Admin fee / account holder | $6,814 | $19,316-64.7% | $15,914-57.2% | $13,402-49.2% |