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 | $599,886 | $167,362+258.4% | $143,799+317.2% | $134,532+345.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.39% | 0.47%-29.9pp | -0.04%-29.3pp | 418.27%-447.7pp |
| Employer contribution / active EE | $13,198 | $5,620+134.8% | $4,952+166.5% | $4,741+178.4% |
| Participant deferral / active EE | $14,950 | $6,447+131.9% | $5,638+165.1% | $6,401+133.6% |
| Admin fee / account holder | $7,789 | $18,094-57.0% | $14,677-46.9% | $11,429-31.8% |