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 | $274,740 | $138,102+98.9% | $125,381+119.1% | $134,532+104.2% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -22.47% | 750.73%-773.2pp | 572.31%-594.8pp | 418.27%-440.7pp |
| Employer contribution / active EE | $7,815 | $5,245+49.0% | $4,815+62.3% | $4,741+64.8% |
| Participant deferral / active EE | $14,475 | $7,801+85.6% | $7,448+94.4% | $6,401+126.1% |
| Admin fee / account holder | $185,929 | $11,568+1507.3% | $10,007+1758.0% | $11,429+1526.9% |