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 | $328,940 | $88,754+270.6% | $81,820+302.0% | $145,877+125.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.17% | 1031.77%-1022.6pp | 777.93%-768.8pp | 551.28%-542.1pp |
| Employer contribution / active EE | $14,339 | $3,085+364.7% | $2,915+391.9% | $4,663+207.5% |
| Participant deferral / active EE | $12,253 | $4,648+163.6% | $4,323+183.5% | $6,691+83.1% |
| Admin fee / account holder | $3,166 | $8,424-62.4% | $7,391-57.2% | $13,402-76.4% |