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 | $441,875 | $75,962+481.7% | $154,108+186.7% | $64,173+588.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.80% | 30.32%-39.1pp | 735.21%-744.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $31,111 | $3,350+828.7% | $5,298+487.3% | $2,381+1206.7% |
| Participant deferral / active EE | $12,674 | $3,175+299.2% | $5,081+149.5% | $3,470+265.3% |
| Admin fee / account holder | $44,258 | $5,589+691.9% | $13,411+230.0% | $4,887+805.5% |