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 | $278,431 | $160,028+74.0% | $147,080+89.3% | $145,884+90.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.34% | 98.60%-91.3pp | 420.17%-412.8pp | 551.85%-544.5pp |
| Employer contribution / active EE | $10,000 | $5,286+89.2% | $4,933+102.7% | $4,662+114.5% |
| Participant deferral / active EE | $16,667 | $8,422+97.9% | $8,066+106.6% | $6,690+149.1% |
| Admin fee / account holder | $6,980 | $15,030-53.6% | $12,989-46.3% | $13,392-47.9% |