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 | $335,375 | $102,595+226.9% | $94,057+256.6% | $154,746+116.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 9.89% | 583.42%-573.5pp | 480.62%-470.7pp | 172.34%-162.4pp |
| Employer contribution / active EE | $8,993 | $3,147+185.7% | $2,933+206.6% | $4,379+105.4% |
| Participant deferral / active EE | $5,002 | $5,118-2.3% | $4,709+6.2% | $6,730-25.7% |
| Admin fee / account holder | $267,684 | $7,736+3360.3% | $7,244+3595.0% | $14,365+1763.4% |