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 | $273,118 | $102,663+166.0% | $86,216+216.8% | $139,466+95.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 5.50% | 1924.52%-1919.0pp | 1169.42%-1163.9pp | 373.66%-368.2pp |
| Employer contribution / active EE | $16,237 | $3,035+435.1% | $2,382+581.8% | $4,754+241.5% |
| Participant deferral / active EE | $9,066 | $4,677+93.8% | $3,986+127.4% | $6,712+35.1% |
| Admin fee / account holder | $613 | $8,663-92.9% | $6,853-91.1% | $11,409-94.6% |