Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $452,383 | $138,114+227.5% | $125,391+260.8% | $134,545+236.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.33% | 750.88%-774.2pp | 572.41%-595.7pp | 418.37%-441.7pp |
| Employer contribution / active EE | $38,820 | $5,246+640.0% | $4,816+706.1% | $4,742+718.7% |
| Participant deferral / active EE | $13,000 | $7,801+66.6% | $7,448+74.5% | $6,401+103.1% |
| Admin fee / account holder | $133,824 | $11,570+1056.6% | $10,009+1237.1% | $11,431+1070.7% |