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 | $322,475 | $114,119+182.6% | $107,187+200.9% | $138,895+132.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 7.82% | 273.21%-265.4pp | 204.55%-196.7pp | 145.39%-137.6pp |
| Employer contribution / active EE | $3,162 | $4,059-22.1% | $3,782-16.4% | $4,194-24.6% |
| Participant deferral / active EE | $20,933 | $5,538+278.0% | $5,096+310.8% | $6,396+227.3% |
| Admin fee / account holder | $3,673 | $10,024-63.4% | $9,162-59.9% | $12,562-70.8% |