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 | $543,241 | $165,399+228.4% | $149,745+262.8% | $158,982+241.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -16.67% | 348.34%-365.0pp | 276.72%-293.4pp | 302.99%-319.7pp |
| Employer contribution / active EE | $9,200 | $5,105+80.2% | $4,646+98.0% | $4,763+93.2% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $133,601 | $10,811+1135.8% | $9,312+1334.8% | $11,252+1087.4% |