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 | $383,656 | $91,198+320.7% | $178,503+114.9% | $79,856+380.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -4.61% | 24.20%-28.8pp | 151.12%-155.7pp | 31.71%-36.3pp |
| Employer contribution / active EE | $1,747 | $3,257-46.3% | $5,011-65.1% | $2,471-29.3% |
| Participant deferral / active EE | $3,763 | $3,237+16.3% | $5,202-27.7% | $3,741+0.6% |
| Admin fee / account holder | $32,571 | $6,748+382.7% | $13,987+132.9% | $5,306+513.8% |