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 | $271,478 | $124,336+118.3% | $111,303+143.9% | $167,518+62.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 5.88% | 37.45%-31.6pp | 54.66%-48.8pp | 478.71%-472.8pp |
| Employer contribution / active EE | $8,908 | $3,436+159.2% | $2,731+226.1% | $4,838+84.1% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,202 | $10,623-88.7% | $7,966-84.9% | $12,312-90.2% |