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 | $251,488 | $190,916+31.7% | $160,037+57.1% | $134,545+86.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -23.10% | 552.79%-575.9pp | 408.95%-432.1pp | 418.37%-441.5pp |
| Employer contribution / active EE | $30,250 | $4,996+505.5% | $4,226+615.9% | $4,742+538.0% |
| Participant deferral / active EE | $23,750 | $6,925+243.0% | $6,184+284.1% | $6,401+271.0% |
| Admin fee / account holder | $805 | $10,497-92.3% | $8,716-90.8% | $11,431-93.0% |