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 | $443,233 | $150,447+194.6% | $136,298+225.2% | $147,586+200.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.46% | 1049.15%-1040.7pp | 5156.27%-5147.8pp | 578.59%-570.1pp |
| Employer contribution / active EE | $5,421 | $5,256+3.1% | $4,696+15.5% | $4,876+11.2% |
| Participant deferral / active EE | $12,806 | $6,631+93.1% | $6,247+105.0% | $5,439+135.5% |
| Admin fee / account holder | $3,947 | $10,906-63.8% | $9,244-57.3% | $10,886-63.7% |