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 | $267,348 | $228,395+17.1% | $185,861+43.8% | $158,982+68.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3.57% | 40.82%-37.2pp | 35.96%-32.4pp | 302.99%-299.4pp |
| Employer contribution / active EE | $11,194 | $4,968+125.3% | $4,088+173.8% | $4,763+135.0% |
| Participant deferral / active EE | $7,373 | $6,417+14.9% | $5,634+30.9% | $5,983+23.2% |
| Admin fee / account holder | $1,333 | $11,869-88.8% | $9,503-86.0% | $11,252-88.2% |