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 | $295,642 | $152,612+93.7% | $125,192+136.2% | $152,897+93.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 7.66% | 54.85%-47.2pp | 43.79%-36.1pp | 345.43%-337.8pp |
| Employer contribution / active EE | $19,496 | $4,947+294.1% | $3,866+404.3% | $4,764+309.3% |
| Participant deferral / active EE | $5,253 | $5,868-10.5% | $4,937+6.4% | $5,851-10.2% |
| Admin fee / account holder | $16,667 | $13,437+24.0% | $9,704+71.8% | $11,599+43.7% |