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 | $522,633 | $174,379+199.7% | $152,093+243.6% | $138,895+276.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 7.16% | 74.86%-67.7pp | 66.36%-59.2pp | 145.39%-138.2pp |
| Employer contribution / active EE | $27,619 | $4,652+493.7% | $4,175+561.6% | $4,194+558.5% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $363,402 | $16,880+2052.9% | $14,497+2406.8% | $12,562+2792.8% |