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 | $370,095 | $168,635+119.5% | $147,617+150.7% | $125,389+195.2% |
| Participation rate | 70.0% | 88.8%-18.8pp | 84.6%-14.6pp | 83.2%-13.2pp |
| Annual return | -8.02% | 77.65%-85.7pp | 61.98%-70.0pp | 282.24%-290.3pp |
| Employer contribution / active EE | $20,230 | $6,252+223.6% | $5,564+263.6% | $4,866+315.7% |
| Participant deferral / active EE | $5,250 | $5,507-4.7% | $4,895+7.2% | $5,352-1.9% |
| Admin fee / account holder | $1,209 | $13,580-91.1% | $11,612-89.6% | $9,541-87.3% |