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 | $307,349 | $208,088+47.7% | $186,193+65.1% | $154,746+98.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 4.45% | 89.97%-85.5pp | 78.03%-73.6pp | 172.34%-167.9pp |
| Employer contribution / active EE | $5,833 | $4,340+34.4% | $3,918+48.9% | $4,379+33.2% |
| Participant deferral / active EE | $6,875 | $7,078-2.9% | $6,513+5.6% | $6,730+2.1% |
| Admin fee / account holder | $6,187 | $11,698-47.1% | $11,058-44.0% | $14,365-56.9% |