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 | $314,191 | $183,978+70.8% | $162,171+93.7% | $152,885+105.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 5.79% | 150.78%-145.0pp | 115.60%-109.8pp | 345.39%-339.6pp |
| Employer contribution / active EE | $2,589 | $6,370-59.3% | $5,613-53.9% | $4,763-45.6% |
| Participant deferral / active EE | $13,146 | $8,033+63.7% | $7,297+80.2% | $5,851+124.7% |
| Admin fee / account holder | $9,354 | $13,122-28.7% | $10,843-13.7% | $11,598-19.4% |