Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $455,977 | $150,412+203.2% | $120,574+278.2% | $145,884+212.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 6.47% | 154.50%-148.0pp | 107.42%-101.0pp | 551.85%-545.4pp |
| Employer contribution / active EE | $7,500 | $4,355+72.2% | $3,471+116.1% | $4,662+60.9% |
| Participant deferral / active EE | $9,235 | $6,175+49.5% | $4,996+84.8% | $6,690+38.0% |
| Admin fee / account holder | $34,232 | $12,224+180.0% | $9,445+262.4% | $13,392+155.6% |