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 | $322,967 | $54,355+494.2% | $82,744+290.3% | $68,486+371.6% |
| Participation rate | 90.3% | 63.9%+26.4pp | 72.6%+17.8pp | 67.9%+22.4pp |
| Annual return | -20.31% | -13.67%-6.6pp | 702.22%-722.5pp | -7.85%-12.5pp |
| Employer contribution / active EE | $5,621 | $2,219+153.3% | $3,008+86.9% | $2,597+116.5% |
| Participant deferral / active EE | $4,710 | $3,246+45.1% | $4,395+7.2% | $4,028+17.0% |
| Admin fee / account holder | $4,486 | $4,397+2.0% | $5,325-15.7% | $5,404-17.0% |