Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $482,313 | $93,098+418.1% | $77,081+525.7% | $134,509+258.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -27.80% | 62.63%-90.4pp | 42.33%-70.1pp | 418.13%-445.9pp |
| Employer contribution / active EE | $12,000 | $3,419+251.0% | $2,813+326.5% | $4,741+153.1% |
| Participant deferral / active EE | $27,000 | $5,239+415.3% | $4,428+509.8% | $6,400+321.9% |
| Admin fee / account holder | $6,671 | $6,945-3.9% | $5,427+22.9% | $11,427-41.6% |