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 | $773,618 | $138,102+460.2% | $125,381+517.0% | $134,532+475.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.66% | 750.73%-782.4pp | 572.31%-604.0pp | 418.27%-449.9pp |
| Employer contribution / active EE | $15,627 | $5,245+197.9% | $4,815+224.5% | $4,741+229.6% |
| Participant deferral / active EE | $13,440 | $7,801+72.3% | $7,448+80.5% | $6,401+110.0% |
| Admin fee / account holder | $40,000 | $11,568+245.8% | $10,007+299.7% | $11,429+250.0% |