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 | $301,458 | $142,409+111.7% | $119,634+152.0% | $134,545+124.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -28.78% | -12.46%-16.3pp | -14.98%-13.8pp | 418.37%-447.2pp |
| Employer contribution / active EE | $14,529 | $5,224+178.1% | $4,232+243.3% | $4,742+206.4% |
| Participant deferral / active EE | $5,400 | $6,468-16.5% | $5,601-3.6% | $6,401-15.6% |
| Admin fee / account holder | $975,255 | $13,594+7073.9% | $10,329+9341.9% | $11,431+8431.9% |