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 | $345,287 | $185,141+86.5% | $153,416+125.1% | $155,188+122.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | -8.27% | 18.72%-27.0pp | 17.84%-26.1pp | 148.84%-157.1pp |
| Employer contribution / active EE | $10,098 | $4,489+124.9% | $3,764+168.3% | $4,248+137.7% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,281 | $16,005-85.8% | $13,095-82.6% | $14,480-84.2% |