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 | $365,719 | $97,125+276.5% | $86,233+324.1% | $137,256+166.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 2.15% | 74.19%-72.0pp | 61.39%-59.2pp | 220.34%-218.2pp |
| Employer contribution / active EE | $8,860 | $2,841+211.8% | $2,504+253.8% | $4,156+113.2% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $22,697 | $9,725+133.4% | $8,342+172.1% | $12,270+85.0% |