Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $284,156 | $114,119+149.0% | $107,187+165.1% | $138,895+104.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.19% | 273.21%-263.0pp | 204.55%-194.4pp | 145.39%-135.2pp |
| Employer contribution / active EE | $27,078 | $4,059+567.1% | $3,782+615.9% | $4,194+545.6% |
| Participant deferral / active EE | $9,135 | $5,538+65.0% | $5,096+79.3% | $6,396+42.8% |
| Admin fee / account holder | $2,117 | $10,024-78.9% | $9,162-76.9% | $12,562-83.2% |