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 | $266,359 | $100,938+163.9% | $90,461+194.4% | $158,982+67.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.38% | 1727.20%-1723.8pp | 1294.76%-1291.4pp | 302.99%-299.6pp |
| Employer contribution / active EE | $3,696 | $3,691+0.1% | $3,264+13.2% | $4,763-22.4% |
| Participant deferral / active EE | $24,692 | $4,350+467.7% | $3,964+522.8% | $5,983+312.7% |
| Admin fee / account holder | $404 | $6,510-93.8% | $5,617-92.8% | $11,252-96.4% |