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 | $312,422 | $91,536+241.3% | $130,062+140.2% | $75,177+315.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 12.81% | -631.62%+644.4pp | -137.37%+150.2pp | 160.75%-147.9pp |
| Employer contribution / active EE | $19,723 | $2,845+593.3% | $4,322+356.3% | $2,671+638.4% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $14,624 | $6,780+115.7% | $10,601+38.0% | $5,651+158.8% |