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 | $259,376 | $95,415+171.8% | $185,851+39.6% | $85,851+202.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.24% | 23.59%-12.3pp | 122.11%-110.9pp | 318.63%-307.4pp |
| Employer contribution / active EE | $6,687 | $3,314+101.8% | $5,168+29.4% | $2,565+160.6% |
| Participant deferral / active EE | $9,102 | $3,424+165.8% | $5,569+63.5% | $3,952+130.3% |
| Admin fee / account holder | $1,358 | $7,215-81.2% | $16,245-91.6% | $6,261-78.3% |