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 | $305,546 | $121,656+151.2% | $104,614+192.1% | $158,950+92.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -4.68% | 465.51%-470.2pp | 340.56%-345.2pp | 302.91%-307.6pp |
| Employer contribution / active EE | $3,410 | $3,164+7.7% | $2,681+27.2% | $4,762-28.4% |
| Participant deferral / active EE | $6,760 | $4,177+61.8% | $3,739+80.8% | $5,983+13.0% |
| Admin fee / account holder | $4,019 | $7,775-48.3% | $6,464-37.8% | $11,248-64.3% |