Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $576,452 | $142,392+304.8% | $119,622+381.9% | $134,532+328.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -27.59% | -12.46%-15.1pp | -14.98%-12.6pp | 418.27%-445.9pp |
| Employer contribution / active EE | $39,250 | $5,224+651.4% | $4,232+827.4% | $4,741+727.9% |
| Participant deferral / active EE | $27,000 | $6,467+317.5% | $5,601+382.1% | $6,401+321.8% |
| Admin fee / account holder | $6,059 | $13,593-55.4% | $10,328-41.3% | $11,429-47.0% |