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 | $376,001 | $180,749+108.0% | $160,784+133.9% | $137,256+173.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 8.11% | 2234.46%-2226.4pp | 1803.92%-1795.8pp | 220.34%-212.2pp |
| Employer contribution / active EE | $2,829 | $4,155-31.9% | $3,733-24.2% | $4,156-31.9% |
| Participant deferral / active EE | $6,383 | $6,844-6.7% | $6,293+1.4% | $6,407-0.4% |
| Admin fee / account holder | $136,114 | $10,397+1209.2% | $9,717+1300.8% | $12,270+1009.3% |