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 | $679,550 | $160,070+324.5% | $147,117+361.9% | $145,897+365.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.20% | 98.69%-89.5pp | 420.54%-411.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $2,081 | $5,285-60.6% | $4,932-57.8% | $4,663-55.4% |
| Participant deferral / active EE | $8,204 | $8,419-2.6% | $8,065+1.7% | $6,689+22.6% |
| Admin fee / account holder | $29,077 | $15,035+93.4% | $12,993+123.8% | $13,390+117.2% |