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 | $281,778 | $154,209+82.7% | $130,062+116.6% | $139,487+102.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 0.48% | 32.52%-32.0pp | -137.37%+137.9pp | 373.84%-373.4pp |
| Employer contribution / active EE | $19,676 | $5,292+271.8% | $4,322+355.2% | $4,755+313.8% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $211,138 | $13,988+1409.4% | $10,601+1891.8% | $11,407+1750.9% |