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 | $469,502 | $137,414+241.7% | $189,520+147.7% | $85,856+446.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 4.73% | 38.14%-33.4pp | 555.25%-550.5pp | 318.58%-313.9pp |
| Employer contribution / active EE | $33,266 | $4,344+665.7% | $6,161+439.9% | $2,565+1196.8% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $64,711 | $8,630+649.9% | $12,046+437.2% | $6,261+933.6% |