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 | $286,845 | $110,083+160.6% | $151,639+89.2% | $68,486+318.8% |
| Participation rate | 96.6% | 84.0%+12.6pp | 87.5%+9.1pp | 67.9%+28.7pp |
| Annual return | -21.61% | -10.12%-11.5pp | 3.34%-25.0pp | -7.85%-13.8pp |
| Employer contribution / active EE | $26,985 | $4,470+503.7% | $6,165+337.7% | $2,597+939.2% |
| Participant deferral / active EE | $18,693 | $6,526+186.4% | $8,363+123.5% | $4,028+364.1% |
| Admin fee / account holder | $2,648 | $7,718-65.7% | $11,613-77.2% | $5,404-51.0% |