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 | $251,169 | $115,814+116.9% | $101,275+148.0% | $158,982+58.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.43% | 56.16%-52.7pp | 46.48%-43.1pp | 302.99%-299.6pp |
| Employer contribution / active EE | $14,291 | $4,176+242.2% | $3,660+290.5% | $4,763+200.0% |
| Participant deferral / active EE | $5,711 | $4,958+15.2% | $4,371+30.7% | $5,983-4.5% |
| Admin fee / account holder | $2,396 | $7,249-66.9% | $5,948-59.7% | $11,252-78.7% |