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 | $418,708 | $138,114+203.2% | $125,391+233.9% | $134,545+211.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.90% | 750.88%-771.8pp | 572.41%-593.3pp | 418.37%-439.3pp |
| Employer contribution / active EE | $4,225 | $5,246-19.5% | $4,816-12.3% | $4,742-10.9% |
| Participant deferral / active EE | $12,131 | $7,801+55.5% | $7,448+62.9% | $6,401+89.5% |
| Admin fee / account holder | $12,630 | $11,570+9.2% | $10,009+26.2% | $11,431+10.5% |