Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $481,528 | $78,682+512.0% | $109,188+341.0% | $85,851+460.9% |
| Participation rate | 92.7% | 68.3%+24.4pp | 75.9%+16.8pp | 69.3%+23.4pp |
| Annual return | -12.50% | 25.09%-37.6pp | 25.76%-38.3pp | 318.63%-331.1pp |
| Employer contribution / active EE | $15,173 | $2,734+455.0% | $3,723+307.5% | $2,565+491.4% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,680 | $5,470+95.3% | $6,755+58.1% | $6,261+70.6% |