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 | $305,616 | $160,070+90.9% | $147,117+107.7% | $145,897+109.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.14% | 98.69%-89.5pp | 420.54%-411.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $17,046 | $5,285+222.6% | $4,932+245.6% | $4,663+265.6% |
| Participant deferral / active EE | $7,790 | $8,419-7.5% | $8,065-3.4% | $6,689+16.4% |
| Admin fee / account holder | $22,683 | $15,035+50.9% | $12,993+74.6% | $13,390+69.4% |