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 | $267,035 | $201,344+32.6% | $184,243+44.9% | $145,877+83.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.27% | 29.01%-21.7pp | 28.82%-21.5pp | 551.28%-544.0pp |
| Employer contribution / active EE | $14,286 | $7,022+103.4% | $6,427+122.3% | $4,663+206.4% |
| Participant deferral / active EE | $8,814 | $9,807-10.1% | $9,132-3.5% | $6,691+31.7% |
| Admin fee / account holder | $1,174 | $16,382-92.8% | $13,914-91.6% | $13,402-91.2% |