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 | $911,677 | $180,459+405.2% | $154,108+491.6% | $135,380+573.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.15% | 888.21%-899.4pp | 735.21%-746.4pp | 519.81%-531.0pp |
| Employer contribution / active EE | $26,724 | $6,035+342.8% | $5,298+404.5% | $4,779+459.2% |
| Participant deferral / active EE | $18,400 | $5,806+216.9% | $5,081+262.2% | $5,609+228.0% |
| Admin fee / account holder | $3,393 | $16,145-79.0% | $13,411-74.7% | $10,828-68.7% |