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 | $327,056 | $72,071+353.8% | $68,368+378.4% | $137,256+138.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 7.41% | 353.14%-345.7pp | 292.57%-285.2pp | 220.34%-212.9pp |
| Employer contribution / active EE | $15,038 | $2,788+439.4% | $2,649+467.7% | $4,156+261.8% |
| Participant deferral / active EE | $23,981 | $4,410+443.8% | $4,123+481.7% | $6,407+274.3% |
| Admin fee / account holder | $66,683 | $5,336+1149.8% | $5,150+1194.9% | $12,270+443.5% |