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 | $543,014 | $81,696+564.7% | $70,494+670.3% | $158,982+241.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 1.16% | 208.70%-207.5pp | 109.16%-108.0pp | 302.99%-301.8pp |
| Employer contribution / active EE | $13,935 | $3,220+332.8% | $2,738+408.9% | $4,763+192.6% |
| Participant deferral / active EE | $9,729 | $4,558+113.5% | $3,711+162.2% | $5,983+62.6% |
| Admin fee / account holder | $5,874 | $6,200-5.3% | $3,848+52.7% | $11,252-47.8% |