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 | $420,154 | $99,032+324.3% | $80,022+425.0% | $135,380+210.4% |
| Participation rate | 90.5% | 78.4%+12.1pp | 75.8%+14.6pp | 82.6%+7.8pp |
| Annual return | -9.43% | 15.39%-24.8pp | 11.22%-20.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $1,175 | $3,043-61.4% | $2,468-52.4% | $4,779-75.4% |
| Participant deferral / active EE | $1,894 | $4,282-55.8% | $3,686-48.6% | $5,609-66.2% |
| Admin fee / account holder | $14,126 | $10,436+35.4% | $6,521+116.6% | $10,828+30.5% |