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 | $343,839 | $75,832+353.4% | $147,617+132.9% | $59,633+476.6% |
| Participation rate | 92.6% | 71.6%+21.0pp | 84.6%+8.0pp | 68.7%+23.9pp |
| Annual return | -4.59% | 0.37%-5.0pp | 61.98%-66.6pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $7,997 | $3,485+129.5% | $5,564+43.7% | $2,203+263.0% |
| Participant deferral / active EE | $16,231 | $3,131+418.5% | $4,895+231.5% | $3,192+408.5% |
| Admin fee / account holder | $2,003 | $5,986-66.5% | $11,612-82.7% | $4,297-53.4% |