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 | $591,784 | $159,934+270.0% | $147,005+302.6% | $145,959+305.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -4.33% | 98.24%-102.6pp | 418.76%-423.1pp | 561.95%-566.3pp |
| Employer contribution / active EE | $37,677 | $5,287+612.6% | $4,934+663.6% | $4,661+708.4% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,921 | $15,053-54.0% | $13,006-46.8% | $13,398-48.3% |