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 | $398,617 | $152,619+161.2% | $125,195+218.4% | $152,909+160.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 9.32% | 54.85%-45.5pp | 43.79%-34.5pp | 345.46%-336.1pp |
| Employer contribution / active EE | $22,434 | $4,947+353.4% | $3,866+480.3% | $4,764+370.9% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,193 | $13,437-46.5% | $9,704-25.9% | $11,601-38.0% |