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 | $398,456 | $154,228+158.4% | $145,433+174.0% | $137,256+190.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | -2.49% | 74.59%-77.1pp | 66.58%-69.1pp | 220.34%-222.8pp |
| Employer contribution / active EE | $2,909 | $4,804-39.4% | $4,554-36.1% | $4,156-30.0% |
| Participant deferral / active EE | $6,283 | $8,216-23.5% | $7,897-20.4% | $6,407-1.9% |
| Admin fee / account holder | $1,157 | $14,344-91.9% | $13,129-91.2% | $12,270-90.6% |