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 | $291,091 | $180,459+61.3% | $154,108+88.9% | $135,380+115.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -9.32% | 888.21%-897.5pp | 735.21%-744.5pp | 519.81%-529.1pp |
| Employer contribution / active EE | $6,171 | $6,035+2.3% | $5,298+16.5% | $4,779+29.1% |
| Participant deferral / active EE | $6,092 | $5,806+4.9% | $5,081+19.9% | $5,609+8.6% |
| Admin fee / account holder | $1,090 | $16,145-93.3% | $13,411-91.9% | $10,828-89.9% |