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 | $353,584 | $87,542+303.9% | $75,782+366.6% | $125,393+182.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.48% | 13.48%-18.0pp | 9.68%-14.2pp | 282.23%-286.7pp |
| Employer contribution / active EE | $43,250 | $3,930+1000.5% | $3,323+1201.4% | $4,866+788.8% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,351-100.0% |
| Admin fee / account holder | $65,978 | $6,502+914.7% | $5,300+1145.0% | $9,541+591.5% |