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 | $449,535 | $166,020+170.8% | $164,866+172.7% | $145,959+208.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -0.34% | 100.08%-100.4pp | 69.97%-70.3pp | 561.95%-562.3pp |
| Employer contribution / active EE | $37,598 | $5,275+612.8% | $4,343+765.8% | $4,661+706.7% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,363 | $16,644-79.8% | $12,689-73.5% | $13,398-74.9% |