Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $453,925 | $106,247+327.2% | $96,515+370.3% | $139,466+225.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -7.64% | 38.47%-46.1pp | 35.73%-43.4pp | 373.66%-381.3pp |
| Employer contribution / active EE | $53,995 | $4,106+1215.1% | $3,740+1343.9% | $4,754+1035.8% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,270 | $7,885-58.5% | $6,735-51.5% | $11,409-71.3% |