Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $508,575 | $138,072+268.3% | $123,549+311.6% | $135,382+275.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.97% | 153.69%-163.7pp | 119.20%-129.2pp | 519.77%-529.7pp |
| Employer contribution / active EE | $11,000 | $5,152+113.5% | $4,628+137.7% | $4,779+130.2% |
| Participant deferral / active EE | $18,000 | $6,799+164.7% | $6,426+180.1% | $5,609+220.9% |
| Admin fee / account holder | $5,383 | $10,917-50.7% | $9,284-42.0% | $10,829-50.3% |