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 | $533,635 | $183,592+190.7% | $155,574+243.0% | $145,877+265.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -5.50% | 61.37%-66.9pp | 64.87%-70.4pp | 551.28%-556.8pp |
| Employer contribution / active EE | $17,675 | $5,317+232.4% | $4,676+278.0% | $4,663+279.1% |
| Participant deferral / active EE | $20,000 | $6,466+209.3% | $5,629+255.3% | $6,691+198.9% |
| Admin fee / account holder | $20,340 | $19,316+5.3% | $15,914+27.8% | $13,402+51.8% |