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 | $383,384 | $88,778+331.8% | $81,844+368.4% | $145,884+162.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -13.92% | 1033.03%-1046.9pp | 778.87%-792.8pp | 551.85%-565.8pp |
| Employer contribution / active EE | $2,929 | $3,087-5.1% | $2,916+0.4% | $4,662-37.2% |
| Participant deferral / active EE | $8,753 | $4,648+88.3% | $4,323+102.5% | $6,690+30.8% |
| Admin fee / account holder | $105,849 | $8,430+1155.6% | $7,355+1339.0% | $13,392+690.4% |