Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $695,210 | $150,447+362.1% | $136,298+410.1% | $147,586+371.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.84% | 1049.15%-1045.3pp | 5156.27%-5152.4pp | 578.59%-574.8pp |
| Employer contribution / active EE | $16,000 | $5,256+204.4% | $4,696+240.7% | $4,876+228.1% |
| Participant deferral / active EE | $24,000 | $6,631+262.0% | $6,247+284.2% | $5,439+341.3% |
| Admin fee / account holder | $1,895 | $10,906-82.6% | $9,244-79.5% | $10,886-82.6% |