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 | $270,694 | $138,102+96.0% | $125,381+115.9% | $134,532+101.2% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.5pp | 81.2%-4.3pp |
| Annual return | -20.70% | 750.73%-771.4pp | 572.31%-593.0pp | 418.27%-439.0pp |
| Employer contribution / active EE | $3,442 | $5,245-34.4% | $4,815-28.5% | $4,741-27.4% |
| Participant deferral / active EE | $13,510 | $7,801+73.2% | $7,448+81.4% | $6,401+111.1% |
| Admin fee / account holder | $1,025 | $11,568-91.1% | $10,007-89.8% | $11,429-91.0% |