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 | $429,780 | $127,779+236.3% | $106,551+303.4% | $167,518+156.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | -3.43% | 33.87%-37.3pp | 26.80%-30.2pp | 478.71%-482.1pp |
| Employer contribution / active EE | $2,638 | $3,427-23.0% | $2,819-6.4% | $4,838-45.5% |
| Participant deferral / active EE | $3,114 | $5,088-38.8% | $4,398-29.2% | $6,342-50.9% |
| Admin fee / account holder | $39,317 | $11,228+250.2% | $7,408+430.8% | $12,312+219.3% |