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 | $138,068+334.0% | $125,358+378.0% | $134,493+345.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -34.99% | 750.30%-785.3pp | 572.03%-607.0pp | 418.01%-453.0pp |
| Employer contribution / active EE | $20,519 | $5,244+291.3% | $4,814+326.2% | $4,740+332.9% |
| Participant deferral / active EE | $14,531 | $7,799+86.3% | $7,447+95.1% | $6,400+127.0% |
| Admin fee / account holder | $82,371 | $11,568+612.1% | $10,007+723.1% | $11,425+621.0% |