Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $300,481 | $157,304+91.0% | $141,197+112.8% | $152,909+96.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 2.93% | 64.34%-61.4pp | 71.41%-68.5pp | 345.46%-342.5pp |
| Employer contribution / active EE | $16,667 | $5,263+216.7% | $4,736+251.9% | $4,764+249.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,107 | $12,126-66.1% | $10,265-60.0% | $11,601-64.6% |