Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $578,690 | $108,912+431.3% | $100,383+476.5% | $145,959+296.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -0.64% | 57.96%-58.6pp | 49.26%-49.9pp | 561.95%-562.6pp |
| Employer contribution / active EE | $4,514 | $4,423+2.1% | $3,944+14.5% | $4,661-3.1% |
| Participant deferral / active EE | $0 | $8,451-100.0% | $8,086-100.0% | $6,689-100.0% |
| Admin fee / account holder | $880 | $9,690-90.9% | $7,900-88.9% | $13,398-93.4% |