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 | $396,545 | $211,224+87.7% | $178,505+122.1% | $145,897+171.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -10.83% | 30.28%-41.1pp | 27.16%-38.0pp | 552.29%-563.1pp |
| Employer contribution / active EE | $3,153 | $4,577-31.1% | $3,955-20.3% | $4,663-32.4% |
| Participant deferral / active EE | $14,621 | $6,966+109.9% | $6,280+132.8% | $6,689+118.6% |
| Admin fee / account holder | $206,486 | $12,109+1605.2% | $10,428+1880.1% | $13,390+1442.0% |