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 | $408,830 | $46,360+781.9% | $147,617+177.0% | $52,331+681.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -2.07% | 1.62%-3.7pp | 61.98%-64.1pp | 4.54%-6.6pp |
| Employer contribution / active EE | $16,288 | $2,126+666.1% | $5,564+192.7% | $1,882+765.6% |
| Participant deferral / active EE | $11,648 | $2,258+415.9% | $4,895+137.9% | $3,022+285.4% |
| Admin fee / account holder | $17,154 | $766+2140.1% | $11,612+47.7% | $592+2799.7% |