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 | $385,906 | $150,447+156.5% | $136,298+183.1% | $147,586+161.5% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 8.49% | 1049.15%-1040.7pp | 5156.27%-5147.8pp | 578.59%-570.1pp |
| Employer contribution / active EE | $12,700 | $5,256+141.6% | $4,696+170.5% | $4,876+160.4% |
| Participant deferral / active EE | $4,364 | $6,631-34.2% | $6,247-30.2% | $5,439-19.8% |
| Admin fee / account holder | $11,775 | $10,906+8.0% | $9,244+27.4% | $10,886+8.2% |