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 | $355,205 | $105,200+237.6% | $159,474+122.7% | $85,847+313.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.62% | 45.08%-33.5pp | 263.68%-252.1pp | 318.61%-307.0pp |
| Employer contribution / active EE | $5,263 | $3,319+58.6% | $4,831+9.0% | $2,565+105.2% |
| Participant deferral / active EE | $10,055 | $5,946+69.1% | $7,353+36.7% | $3,952+154.4% |
| Admin fee / account holder | $37,307 | $6,934+438.0% | $10,802+245.4% | $6,261+495.9% |