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 | $387,524 | $138,102+180.6% | $125,381+209.1% | $134,532+188.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.17% | 750.73%-773.9pp | 572.31%-595.5pp | 418.27%-441.4pp |
| Employer contribution / active EE | $6,495 | $5,245+23.8% | $4,815+34.9% | $4,741+37.0% |
| Participant deferral / active EE | $13,147 | $7,801+68.5% | $7,448+76.5% | $6,401+105.4% |
| Admin fee / account holder | $13,766 | $11,568+19.0% | $10,007+37.6% | $11,429+20.4% |