Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $571,933 | $190,862+199.7% | $159,991+257.5% | $134,509+325.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.48% | 552.59%-574.1pp | 408.82%-430.3pp | 418.13%-439.6pp |
| Employer contribution / active EE | $13,000 | $4,995+160.3% | $4,225+207.7% | $4,741+174.2% |
| Participant deferral / active EE | $27,000 | $6,924+290.0% | $6,183+336.7% | $6,400+321.9% |
| Admin fee / account holder | $41,242 | $10,495+293.0% | $8,715+373.3% | $11,427+260.9% |