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 | $768,371 | $167,362+359.1% | $143,799+434.3% | $134,532+471.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.14% | 0.47%-22.6pp | -0.04%-22.1pp | 418.27%-440.4pp |
| Employer contribution / active EE | $18,300 | $5,620+225.6% | $4,952+269.5% | $4,741+286.0% |
| Participant deferral / active EE | $24,400 | $6,447+278.4% | $5,638+332.7% | $6,401+281.2% |
| Admin fee / account holder | $3,045 | $18,094-83.2% | $14,677-79.3% | $11,429-73.4% |