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 | $251,146 | $172,111+45.9% | $150,298+67.1% | $137,256+83.0% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 8.69% | 69.37%-60.7pp | 62.79%-54.1pp | 220.34%-211.6pp |
| Employer contribution / active EE | $7,606 | $4,636+64.0% | $4,154+83.1% | $4,156+83.0% |
| Participant deferral / active EE | $9,016 | $6,166+46.2% | $5,453+65.3% | $6,407+40.7% |
| Admin fee / account holder | $161,225 | $16,471+878.8% | $14,116+1042.2% | $12,270+1214.0% |