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 | $270,226 | $176,105+53.4% | $159,474+69.4% | $167,536+61.3% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 9.32% | 331.91%-322.6pp | 263.68%-254.4pp | 478.82%-469.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $19,586 | $7,751+152.7% | $7,353+166.4% | $6,342+208.8% |
| Admin fee / account holder | $3,456 | $12,559-72.5% | $10,802-68.0% | $12,315-71.9% |