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 | $281,748 | $154,159+82.8% | $130,026+116.7% | $139,456+102.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.12% | 32.50%-23.4pp | -137.26%+146.4pp | 373.45%-364.3pp |
| Employer contribution / active EE | $25,941 | $5,292+390.2% | $4,321+500.3% | $4,753+445.8% |
| Participant deferral / active EE | $19,655 | $6,710+192.9% | $5,821+237.7% | $6,711+192.9% |
| Admin fee / account holder | $22,713 | $14,001+62.2% | $10,608+114.1% | $11,407+99.1% |