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 | $338,421 | $150,447+124.9% | $136,298+148.3% | $147,586+129.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.06% | 1049.15%-1043.1pp | 5156.27%-5150.2pp | 578.59%-572.5pp |
| Employer contribution / active EE | $20,056 | $5,256+281.6% | $4,696+327.1% | $4,876+311.3% |
| Participant deferral / active EE | $4,667 | $6,631-29.6% | $6,247-25.3% | $5,439-14.2% |
| Admin fee / account holder | $1,189 | $10,906-89.1% | $9,244-87.1% | $10,886-89.1% |