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 | $410,402 | $138,102+197.2% | $125,381+227.3% | $134,532+205.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.20% | 750.73%-779.9pp | 572.31%-601.5pp | 418.27%-447.5pp |
| Employer contribution / active EE | $9,898 | $5,245+88.7% | $4,815+105.6% | $4,741+108.8% |
| Participant deferral / active EE | $14,256 | $7,801+82.8% | $7,448+91.4% | $6,401+122.7% |
| Admin fee / account holder | $3,151 | $11,568-72.8% | $10,007-68.5% | $11,429-72.4% |