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 | $270,164 | $91,198+196.2% | $178,503+51.3% | $79,856+238.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.47% | 24.20%-16.7pp | 151.12%-143.6pp | 31.71%-24.2pp |
| Employer contribution / active EE | $16,598 | $3,257+409.7% | $5,011+231.2% | $2,471+571.7% |
| Participant deferral / active EE | $15,521 | $3,237+379.5% | $5,202+198.3% | $3,741+314.9% |
| Admin fee / account holder | $47,371 | $6,748+602.0% | $13,987+238.7% | $5,306+792.7% |