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 | $263,030 | $107,363+145.0% | $92,909+183.1% | $152,897+72.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 8.01% | 145.63%-137.6pp | 109.44%-101.4pp | 345.43%-337.4pp |
| Employer contribution / active EE | $9,657 | $4,222+128.7% | $3,653+164.3% | $4,764+102.7% |
| Participant deferral / active EE | $6,143 | $4,848+26.7% | $4,238+44.9% | $5,851+5.0% |
| Admin fee / account holder | $1,543 | $7,082-78.2% | $5,795-73.4% | $11,599-86.7% |