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 | $344,666 | $110,801+211.1% | $86,615+297.9% | $167,536+105.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 6.40% | 116.96%-110.6pp | 63.51%-57.1pp | 478.82%-472.4pp |
| Employer contribution / active EE | $2,307 | $3,245-28.9% | $2,496-7.5% | $4,839-52.3% |
| Participant deferral / active EE | $6,000 | $4,547+32.0% | $3,699+62.2% | $6,342-5.4% |
| Admin fee / account holder | $3,687 | $8,417-56.2% | $5,830-36.8% | $12,315-70.1% |