Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $544,436 | $138,078+294.3% | $125,363+334.3% | $134,509+304.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.42% | 750.49%-778.9pp | 572.15%-600.6pp | 418.13%-446.6pp |
| Employer contribution / active EE | $58,000 | $5,245+1005.9% | $4,815+1104.6% | $4,741+1123.5% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $41,682 | $11,566+260.4% | $10,005+316.6% | $11,427+264.8% |