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 | $745,550 | $160,028+365.9% | $147,080+406.9% | $145,884+411.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -3.05% | 98.60%-101.6pp | 420.17%-423.2pp | 551.85%-554.9pp |
| Employer contribution / active EE | $19,096 | $5,286+261.3% | $4,933+287.1% | $4,662+309.6% |
| Participant deferral / active EE | $16,116 | $8,422+91.4% | $8,066+99.8% | $6,690+140.9% |
| Admin fee / account holder | $22,917 | $15,030+52.5% | $12,989+76.4% | $13,392+71.1% |