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 | $402,965 | $160,059+151.8% | $140,019+187.8% | $135,379+197.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.36% | 911.44%-921.8pp | 651.15%-661.5pp | 519.79%-530.1pp |
| Employer contribution / active EE | $17,202 | $6,420+168.0% | $5,605+206.9% | $4,779+260.0% |
| Participant deferral / active EE | $19,170 | $7,641+150.9% | $6,927+176.8% | $5,609+241.8% |
| Admin fee / account holder | $12,968 | $13,328-2.7% | $10,705+21.1% | $10,828+19.8% |