Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $425,647 | $176,105+141.7% | $159,474+166.9% | $167,536+154.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.37% | 331.91%-325.5pp | 263.68%-257.3pp | 478.82%-472.4pp |
| Employer contribution / active EE | $3,838 | $5,299-27.6% | $4,831-20.5% | $4,839-20.7% |
| Participant deferral / active EE | $8,721 | $7,751+12.5% | $7,353+18.6% | $6,342+37.5% |
| Admin fee / account holder | $23,405 | $12,559+86.4% | $10,802+116.7% | $12,315+90.1% |