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 | $251,995 | $156,398+61.1% | $147,318+71.1% | $138,895+81.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.87% | 78.75%-67.9pp | 70.43%-59.6pp | 145.39%-134.5pp |
| Employer contribution / active EE | $3,000 | $4,853-38.2% | $4,593-34.7% | $4,194-28.5% |
| Participant deferral / active EE | $3,000 | $8,237-63.6% | $7,906-62.1% | $6,396-53.1% |
| Admin fee / account holder | $84,444 | $14,976+463.9% | $13,708+516.0% | $12,562+572.2% |