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 | $308,097 | $175,212+75.8% | $149,682+105.8% | $139,427+121.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.18% | 166.63%-161.4pp | 134.35%-129.2pp | 373.27%-368.1pp |
| Employer contribution / active EE | $4,120 | $5,475-24.7% | $4,818-14.5% | $4,752-13.3% |
| Participant deferral / active EE | $14,000 | $6,520+114.7% | $5,681+146.4% | $6,711+108.6% |
| Admin fee / account holder | $9,333 | $16,150-42.2% | $13,210-29.3% | $11,404-18.2% |