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 | $268,573 | $77,814+245.1% | $158,223+69.7% | $86,983+208.8% |
| Participation rate | 88.5% | 68.4%+20.0pp | 79.2%+9.3pp | 69.5%+18.9pp |
| Annual return | -1.61% | 30.54%-32.2pp | 52.09%-53.7pp | 25.83%-27.4pp |
| Employer contribution / active EE | $2,163 | $2,592-16.6% | $4,109-47.4% | $2,584-16.3% |
| Participant deferral / active EE | $4,544 | $3,270+39.0% | $5,467-16.9% | $4,194+8.3% |
| Admin fee / account holder | $11,254 | $5,879+91.4% | $16,047-29.9% | $7,856+43.3% |