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 | $270,228 | $98,760+173.6% | $149,715+80.5% | $79,858+238.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.16% | 27.43%-16.3pp | 276.66%-265.5pp | 31.72%-20.6pp |
| Employer contribution / active EE | $16,911 | $3,217+425.7% | $4,645+264.1% | $2,471+584.4% |
| Participant deferral / active EE | $8,427 | $5,681+48.3% | $6,842+23.2% | $3,740+125.3% |
| Admin fee / account holder | $51,165 | $6,053+745.2% | $9,310+449.6% | $5,306+864.3% |