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 | $492,814 | $138,102+256.8% | $125,381+293.1% | $134,532+266.3% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -21.88% | 750.73%-772.6pp | 572.31%-594.2pp | 418.27%-440.2pp |
| Employer contribution / active EE | $11,469 | $5,245+118.6% | $4,815+138.2% | $4,741+141.9% |
| Participant deferral / active EE | $20,563 | $7,801+163.6% | $7,448+176.1% | $6,401+221.2% |
| Admin fee / account holder | $8,500 | $11,568-26.5% | $10,007-15.1% | $11,429-25.6% |