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 | $370,160 | $95,404+288.0% | $113,397+226.4% | $82,637+347.9% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.5%+21.1pp | 68.1%+29.6pp |
| Annual return | -13.15% | 19.08%-32.2pp | 23.20%-36.4pp | 53.51%-66.7pp |
| Employer contribution / active EE | $7,857 | $2,307+240.6% | $2,977+163.9% | $2,552+207.9% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $133,941 | $9,168+1360.9% | $11,957+1020.2% | $7,339+1725.1% |