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 | $283,953 | $114,119+148.8% | $107,187+164.9% | $138,895+104.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 1.74% | 273.21%-271.5pp | 204.55%-202.8pp | 145.39%-143.7pp |
| Employer contribution / active EE | $5,724 | $4,059+41.0% | $3,782+51.3% | $4,194+36.5% |
| Participant deferral / active EE | $30,190 | $5,538+445.2% | $5,096+492.4% | $6,396+372.0% |
| Admin fee / account holder | $1,007 | $10,024-90.0% | $9,162-89.0% | $12,562-92.0% |