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 | $389,512 | $124,330+213.3% | $109,173+256.8% | $167,536+132.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 3.95% | 26.04%-22.1pp | 25.75%-21.8pp | 478.82%-474.9pp |
| Employer contribution / active EE | $20,000 | $4,209+375.2% | $3,723+437.2% | $4,839+313.3% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,217 | $7,974-47.1% | $6,755-37.6% | $12,315-65.8% |