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 | $332,315 | $159,978+107.7% | $147,041+126.0% | $145,978+127.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.63% | 98.36%-90.7pp | 419.21%-411.6pp | 550.52%-542.9pp |
| Employer contribution / active EE | $2,454 | $5,288-53.6% | $4,935-50.3% | $4,662-47.4% |
| Participant deferral / active EE | $6,069 | $8,429-28.0% | $8,071-24.8% | $6,690-9.3% |
| Admin fee / account holder | $265,010 | $15,053+1660.5% | $13,006+1937.6% | $13,400+1877.6% |