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 | $513,097 | $106,005+384.0% | $92,239+456.3% | $147,585+247.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.18% | 50.05%-40.9pp | 176.29%-167.1pp | 578.58%-569.4pp |
| Employer contribution / active EE | $2,144 | $4,333-50.5% | $3,680-41.7% | $4,876-56.0% |
| Participant deferral / active EE | $8,850 | $4,478+97.6% | $3,897+127.1% | $5,439+62.7% |
| Admin fee / account holder | $6,635 | $6,333+4.8% | $5,194+27.7% | $10,886-39.0% |