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 | $323,686 | $91,525+253.7% | $130,026+148.9% | $75,181+330.5% |
| Participation rate | 86.1% | 71.4%+14.7pp | 78.5%+7.6pp | 67.2%+18.9pp |
| Annual return | 5.58% | -631.40%+637.0pp | -137.26%+142.8pp | 160.69%-155.1pp |
| Employer contribution / active EE | $1,123 | $2,844-60.5% | $4,321-74.0% | $2,671-57.9% |
| Participant deferral / active EE | $5,997 | $4,342+38.1% | $5,821+3.0% | $4,126+45.3% |
| Admin fee / account holder | $35,480 | $6,778+423.4% | $10,608+234.5% | $5,650+528.0% |