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 | $326,404 | $160,028+104.0% | $147,080+121.9% | $145,884+123.7% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 3.69% | 98.60%-94.9pp | 420.17%-416.5pp | 551.85%-548.2pp |
| Employer contribution / active EE | $7,619 | $5,286+44.2% | $4,933+54.4% | $4,662+63.4% |
| Participant deferral / active EE | $7,087 | $8,422-15.8% | $8,066-12.1% | $6,690+5.9% |
| Admin fee / account holder | $43,289 | $15,030+188.0% | $12,989+233.3% | $13,392+223.3% |