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 | $267,927 | $100,938+165.4% | $90,461+196.2% | $158,982+68.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -0.10% | 1727.20%-1727.3pp | 1294.76%-1294.9pp | 302.99%-303.1pp |
| Employer contribution / active EE | $11,447 | $3,691+210.1% | $3,264+250.7% | $4,763+140.3% |
| Participant deferral / active EE | $6,103 | $4,350+40.3% | $3,964+53.9% | $5,983+2.0% |
| Admin fee / account holder | $1,802 | $6,510-72.3% | $5,617-67.9% | $11,252-84.0% |