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 | $427,353 | $138,102+209.4% | $125,381+240.8% | $134,532+217.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.66% | 750.73%-772.4pp | 572.31%-594.0pp | 418.27%-439.9pp |
| Employer contribution / active EE | $5,302 | $5,245+1.1% | $4,815+10.1% | $4,741+11.8% |
| Participant deferral / active EE | $13,033 | $7,801+67.1% | $7,448+75.0% | $6,401+103.6% |
| Admin fee / account holder | $2,328 | $11,568-79.9% | $10,007-76.7% | $11,429-79.6% |