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 | $252,885 | $97,732+158.8% | $83,831+201.7% | $135,380+86.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.90% | 1287.56%-1297.5pp | 850.99%-860.9pp | 519.81%-529.7pp |
| Employer contribution / active EE | $6,254 | $4,222+48.1% | $3,631+72.2% | $4,779+30.9% |
| Participant deferral / active EE | $6,555 | $4,683+40.0% | $4,082+60.6% | $5,609+16.9% |
| Admin fee / account holder | $3,941 | $6,675-41.0% | $5,479-28.1% | $10,828-63.6% |