Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $274,944 | $175,259+56.9% | $149,723+83.6% | $139,487+97.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.27% | 166.82%-162.6pp | 134.50%-130.2pp | 373.84%-369.6pp |
| Employer contribution / active EE | $9,255 | $5,478+68.9% | $4,821+91.9% | $4,755+94.6% |
| Participant deferral / active EE | $29,355 | $6,522+350.1% | $5,682+416.6% | $6,713+337.3% |
| Admin fee / account holder | $9,539 | $16,158-41.0% | $13,215-27.8% | $11,407-16.4% |