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 | $263,954 | $142,409+85.3% | $119,634+120.6% | $134,545+96.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.18% | -12.46%-7.7pp | -14.98%-5.2pp | 418.37%-438.5pp |
| Employer contribution / active EE | $17,699 | $5,224+238.8% | $4,232+318.2% | $4,742+273.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,103 | $13,594-77.2% | $10,329-70.0% | $11,431-72.9% |