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 | $955,519 | $176,071+442.7% | $159,450+499.3% | $167,497+470.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -0.54% | 331.79%-332.3pp | 263.60%-264.1pp | 478.62%-479.2pp |
| Employer contribution / active EE | $3,723 | $5,298-29.7% | $4,830-22.9% | $4,838-23.0% |
| Participant deferral / active EE | $7,446 | $7,750-3.9% | $7,352+1.3% | $6,341+17.4% |
| Admin fee / account holder | $106,043 | $12,555+744.6% | $10,800+881.9% | $12,310+761.4% |