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 | $288,736 | $159,934+80.5% | $147,005+96.4% | $145,959+97.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.93% | 98.24%-91.3pp | 418.76%-411.8pp | 561.95%-555.0pp |
| Employer contribution / active EE | $21,887 | $5,287+314.0% | $4,934+343.6% | $4,661+369.6% |
| Participant deferral / active EE | $15,613 | $8,427+85.3% | $8,070+93.5% | $6,689+133.4% |
| Admin fee / account holder | $67,775 | $15,053+350.2% | $13,006+421.1% | $13,398+405.9% |