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 | $380,315 | $88,778+328.4% | $81,844+364.7% | $145,884+160.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.51% | 1033.03%-1024.5pp | 778.87%-770.4pp | 551.85%-543.3pp |
| Employer contribution / active EE | $34,883 | $3,087+1030.0% | $2,916+1096.1% | $4,662+648.2% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $81,556 | $8,430+867.4% | $7,355+1008.8% | $13,392+509.0% |