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 | $577,327 | $217,432+165.5% | $185,849+210.6% | $167,536+244.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -2.02% | 148.42%-150.4pp | 122.10%-124.1pp | 478.82%-480.8pp |
| Employer contribution / active EE | $15,096 | $5,875+157.0% | $5,169+192.1% | $4,839+212.0% |
| Participant deferral / active EE | $10,473 | $6,357+64.7% | $5,569+88.1% | $6,342+65.1% |
| Admin fee / account holder | $18,587 | $19,818-6.2% | $16,244+14.4% | $12,315+50.9% |