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 | $337,615 | $160,059+110.9% | $140,019+141.1% | $135,380+149.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.82% | 911.48%-921.3pp | 651.17%-661.0pp | 519.81%-529.6pp |
| Employer contribution / active EE | $3,285 | $6,420-48.8% | $5,605-41.4% | $4,779-31.3% |
| Participant deferral / active EE | $7,962 | $7,641+4.2% | $6,927+15.0% | $5,609+42.0% |
| Admin fee / account holder | $35,319 | $13,328+165.0% | $10,705+229.9% | $10,828+226.2% |