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 | $585,445 | $180,459+224.4% | $154,108+279.9% | $135,380+332.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -34.09% | 888.21%-922.3pp | 735.21%-769.3pp | 519.81%-553.9pp |
| Employer contribution / active EE | $14,100 | $6,035+133.6% | $5,298+166.2% | $4,779+195.0% |
| Participant deferral / active EE | $20,200 | $5,806+247.9% | $5,081+297.6% | $5,609+260.1% |
| Admin fee / account holder | $9,447 | $16,145-41.5% | $13,411-29.6% | $10,828-12.8% |