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 | $408,628 | $159,978+155.4% | $147,041+177.9% | $145,978+179.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.69% | 98.36%-95.7pp | 419.21%-416.5pp | 550.52%-547.8pp |
| Employer contribution / active EE | $3,200 | $5,288-39.5% | $4,935-35.2% | $4,662-31.4% |
| Participant deferral / active EE | $30,000 | $8,429+255.9% | $8,071+271.7% | $6,690+348.5% |
| Admin fee / account holder | $1,351 | $15,053-91.0% | $13,006-89.6% | $13,400-89.9% |