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 | $303,185 | $102,429+196.0% | $147,096+106.1% | $80,925+274.6% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 9.46% | 135.02%-125.6pp | 419.75%-410.3pp | 35.65%-26.2pp |
| Employer contribution / active EE | $956 | $3,716-74.3% | $4,936-80.6% | $2,756-65.3% |
| Participant deferral / active EE | $7,534 | $6,649+13.3% | $8,071-6.7% | $4,299+75.3% |
| Admin fee / account holder | $40,768 | $7,957+412.4% | $13,005+213.5% | $6,940+487.4% |