Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $310,863 | $115,814+168.4% | $101,275+206.9% | $158,982+95.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.42% | 56.16%-50.7pp | 46.48%-41.1pp | 302.99%-297.6pp |
| Employer contribution / active EE | $8,220 | $4,176+96.9% | $3,660+124.6% | $4,763+72.6% |
| Participant deferral / active EE | $26,000 | $4,958+424.4% | $4,371+494.9% | $5,983+334.5% |
| Admin fee / account holder | $1,466 | $7,249-79.8% | $5,948-75.4% | $11,252-87.0% |