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 | $377,326 | $138,114+173.2% | $125,391+200.9% | $134,545+180.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -33.94% | 750.88%-784.8pp | 572.41%-606.4pp | 418.37%-452.3pp |
| Employer contribution / active EE | $6,938 | $5,246+32.3% | $4,816+44.1% | $4,742+46.3% |
| Participant deferral / active EE | $19,769 | $7,801+153.4% | $7,448+165.4% | $6,401+208.8% |
| Admin fee / account holder | $329 | $11,570-97.2% | $10,009-96.7% | $11,431-97.1% |