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 | $279,183 | $138,102+102.2% | $125,381+122.7% | $134,532+107.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.97% | 750.73%-771.7pp | 572.31%-593.3pp | 418.27%-439.2pp |
| Employer contribution / active EE | $6,369 | $5,245+21.4% | $4,815+32.3% | $4,741+34.3% |
| Participant deferral / active EE | $17,880 | $7,801+129.2% | $7,448+140.1% | $6,401+179.3% |
| Admin fee / account holder | $7,473 | $11,568-35.4% | $10,007-25.3% | $11,429-34.6% |