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 | $324,240 | $100,901+221.3% | $75,501+329.5% | $147,586+119.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | -11.45% | 35.78%-47.2pp | 27.35%-38.8pp | 578.59%-590.0pp |
| Employer contribution / active EE | $6,579 | $3,253+102.2% | $2,352+179.7% | $4,876+34.9% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,778 | $11,285-13.4% | $5,801+68.6% | $10,886-10.2% |