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 | $257,425 | $138,102+86.4% | $125,381+105.3% | $134,532+91.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.79% | 750.73%-775.5pp | 572.31%-597.1pp | 418.27%-443.1pp |
| Employer contribution / active EE | $13,934 | $5,245+165.6% | $4,815+189.4% | $4,741+193.9% |
| Participant deferral / active EE | $7,871 | $7,801+0.9% | $7,448+5.7% | $6,401+23.0% |
| Admin fee / account holder | $56,272 | $11,568+386.4% | $10,007+462.3% | $11,429+392.4% |