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 | $637,544 | $81,487+682.4% | $102,412+522.5% | $80,935+687.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -3.89% | 25.60%-29.5pp | 24.94%-28.8pp | 35.66%-39.5pp |
| Employer contribution / active EE | $10,126 | $3,103+226.3% | $3,870+161.7% | $2,757+267.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,955 | $6,717-11.3% | $8,388-29.0% | $6,924-14.0% |