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 | $586,021 | $103,387+466.8% | $87,102+572.8% | $152,885+283.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | -6.29% | 28.10%-34.4pp | 28.19%-34.5pp | 345.39%-351.7pp |
| Employer contribution / active EE | $42,268 | $3,221+1212.4% | $2,521+1576.4% | $4,763+787.4% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13,253 | $12,193+8.7% | $7,491+76.9% | $11,598+14.3% |