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 | $522,348 | $97,761+434.3% | $83,850+523.0% | $135,382+285.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.27% | 1287.44%-1297.7pp | 850.92%-861.2pp | 519.77%-530.0pp |
| Employer contribution / active EE | $32,169 | $4,222+662.0% | $3,631+786.0% | $4,779+573.2% |
| Participant deferral / active EE | $2,482 | $4,682-47.0% | $4,082-39.2% | $5,609-55.8% |
| Admin fee / account holder | $3,624 | $6,674-45.7% | $5,478-33.9% | $10,829-66.5% |