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 | $506,115 | $106,905+373.4% | $84,020+502.4% | $152,885+231.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 1.59% | 105.00%-103.4pp | 71.31%-69.7pp | 345.39%-343.8pp |
| Employer contribution / active EE | $1,946 | $2,735-28.9% | $1,984-1.9% | $4,763-59.2% |
| Participant deferral / active EE | $7,638 | $4,012+90.4% | $3,239+135.8% | $5,851+30.5% |
| Admin fee / account holder | $55,988 | $8,287+575.6% | $6,101+817.7% | $11,598+382.7% |