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 | $553,411 | $138,114+300.7% | $125,391+341.3% | $134,545+311.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -42.29% | 750.88%-793.2pp | 572.41%-614.7pp | 418.37%-460.7pp |
| Employer contribution / active EE | $20,554 | $5,246+291.8% | $4,816+326.8% | $4,742+333.5% |
| Participant deferral / active EE | $13,688 | $7,801+75.5% | $7,448+83.8% | $6,401+113.8% |
| Admin fee / account holder | $22,569 | $11,570+95.1% | $10,009+125.5% | $11,431+97.4% |