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 | $273,750 | $157,304+74.0% | $141,197+93.9% | $152,909+79.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.37% | 64.34%-50.0pp | 71.41%-57.0pp | 345.46%-331.1pp |
| Employer contribution / active EE | $14,234 | $5,263+170.5% | $4,736+200.5% | $4,764+198.8% |
| Participant deferral / active EE | $12,119 | $7,111+70.4% | $6,710+80.6% | $5,851+107.1% |
| Admin fee / account holder | $3,376 | $12,126-72.2% | $10,265-67.1% | $11,601-70.9% |