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 | $453,754 | $148,629+205.3% | $135,982+233.7% | $139,487+225.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.33% | 79.33%-69.0pp | 68.32%-58.0pp | 373.84%-363.5pp |
| Employer contribution / active EE | $17,200 | $5,247+227.8% | $4,859+254.0% | $4,755+261.7% |
| Participant deferral / active EE | $21,150 | $8,102+161.0% | $7,760+172.6% | $6,713+215.1% |
| Admin fee / account holder | $85,989 | $12,406+593.1% | $10,767+698.6% | $11,407+653.8% |