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 | $489,514 | $196,972+148.5% | $182,262+168.6% | $198,609+146.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 0.22% | 158.27%-158.1pp | 140.60%-140.4pp | 202.70%-202.5pp |
| Employer contribution / active EE | $15,526 | $5,364+189.5% | $5,046+207.7% | $5,055+207.1% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $30,328 | $18,429+64.6% | $16,712+81.5% | $19,030+59.4% |