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 | $303,631 | $165,381+83.6% | $149,730+102.8% | $158,966+91.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -2.17% | 348.29%-350.5pp | 276.70%-278.9pp | 302.95%-305.1pp |
| Employer contribution / active EE | $22,091 | $5,104+332.8% | $4,645+375.6% | $4,762+363.8% |
| Participant deferral / active EE | $13,600 | $7,182+89.4% | $6,843+98.8% | $5,983+127.3% |
| Admin fee / account holder | $2,404 | $10,809-77.8% | $9,310-74.2% | $11,250-78.6% |