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 | $864,563 | $209,422+312.8% | $178,503+384.3% | $158,982+443.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.84% | 188.81%-189.6pp | 151.12%-152.0pp | 302.99%-303.8pp |
| Employer contribution / active EE | $33,098 | $5,707+480.0% | $5,011+560.5% | $4,763+594.9% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $27,574 | $17,079+61.4% | $13,987+97.1% | $11,252+145.1% |