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 | $599,160 | $138,114+333.8% | $125,391+377.8% | $134,545+345.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -34.99% | 750.88%-785.9pp | 572.41%-607.4pp | 418.37%-453.4pp |
| Employer contribution / active EE | $20,519 | $5,246+291.1% | $4,816+326.1% | $4,742+332.7% |
| Participant deferral / active EE | $14,531 | $7,801+86.3% | $7,448+95.1% | $6,401+127.0% |
| Admin fee / account holder | $82,371 | $11,570+611.9% | $10,009+723.0% | $11,431+620.6% |