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 | $516,363 | $190,862+170.5% | $159,991+222.7% | $134,509+283.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -35.57% | 552.59%-588.2pp | 408.82%-444.4pp | 418.13%-453.7pp |
| Employer contribution / active EE | $6,120 | $4,995+22.5% | $4,225+44.9% | $4,741+29.1% |
| Participant deferral / active EE | $22,667 | $6,924+227.4% | $6,183+266.6% | $6,400+254.1% |
| Admin fee / account holder | $15,906 | $10,495+51.6% | $8,715+82.5% | $11,427+39.2% |