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 | $341,350 | $202,463+68.6% | $169,397+101.5% | $139,487+144.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 8.36% | 532.64%-524.3pp | 406.23%-397.9pp | 373.84%-365.5pp |
| Employer contribution / active EE | $4,065 | $4,694-13.4% | $4,013+1.3% | $4,755-14.5% |
| Participant deferral / active EE | $8,598 | $6,941+23.9% | $6,223+38.2% | $6,713+28.1% |
| Admin fee / account holder | $2,399 | $10,726-77.6% | $9,017-73.4% | $11,407-79.0% |