Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $295,222 | $96,388+206.3% | $80,627+266.2% | $139,466+111.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 9.72% | 1352.08%-1342.4pp | 936.76%-927.0pp | 373.66%-363.9pp |
| Employer contribution / active EE | $37,467 | $3,260+1049.4% | $2,723+1276.1% | $4,754+688.1% |
| Participant deferral / active EE | $27,000 | $5,224+416.8% | $4,443+507.7% | $6,712+302.3% |
| Admin fee / account holder | $3,015 | $6,603-54.3% | $5,381-44.0% | $11,409-73.6% |