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 | $670,854 | $232,540+188.5% | $185,117+262.4% | $147,585+354.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | -15.33% | 43.03%-58.4pp | 40.50%-55.8pp | 578.58%-593.9pp |
| Employer contribution / active EE | $2,500 | $5,195-51.9% | $4,182-40.2% | $4,876-48.7% |
| Participant deferral / active EE | $8,000 | $5,834+37.1% | $5,045+58.6% | $5,439+47.1% |
| Admin fee / account holder | $31,469 | $10,275+206.3% | $8,159+285.7% | $10,886+189.1% |