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 | $440,638 | $150,447+192.9% | $136,298+223.3% | $147,586+198.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.54% | 1049.15%-1040.6pp | 5156.27%-5147.7pp | 578.59%-570.1pp |
| Employer contribution / active EE | $13,649 | $5,256+159.7% | $4,696+190.7% | $4,876+179.9% |
| Participant deferral / active EE | $9,334 | $6,631+40.8% | $6,247+49.4% | $5,439+71.6% |
| Admin fee / account holder | $53,272 | $10,906+388.5% | $9,244+476.3% | $10,886+389.4% |