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 | $554,419 | $138,114+301.4% | $125,391+342.2% | $134,545+312.1% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -20.89% | 750.88%-771.8pp | 572.41%-593.3pp | 418.37%-439.3pp |
| Employer contribution / active EE | $3,256 | $5,246-37.9% | $4,816-32.4% | $4,742-31.3% |
| Participant deferral / active EE | $18,849 | $7,801+141.6% | $7,448+153.1% | $6,401+194.5% |
| Admin fee / account holder | $15,602 | $11,570+34.8% | $10,009+55.9% | $11,431+36.5% |