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 | $294,038 | $110,083+167.1% | $151,639+93.9% | $68,486+329.3% |
| Participation rate | 97.4% | 84.0%+13.4pp | 87.5%+9.9pp | 67.9%+29.5pp |
| Annual return | -18.70% | -10.12%-8.6pp | 3.34%-22.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $13,043 | $4,470+191.8% | $6,165+111.6% | $2,597+402.3% |
| Participant deferral / active EE | $16,683 | $6,526+155.6% | $8,363+99.5% | $4,028+314.2% |
| Admin fee / account holder | $11,039 | $7,718+43.0% | $11,613-4.9% | $5,404+104.3% |