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 | $253,962 | $82,674+207.2% | $125,381+102.6% | $68,486+270.8% |
| Participation rate | 95.5% | 75.1%+20.4pp | 82.4%+13.1pp | 67.9%+27.6pp |
| Annual return | -20.07% | -5.97%-14.1pp | 572.31%-592.4pp | -7.85%-12.2pp |
| Employer contribution / active EE | $2,939 | $3,382-13.1% | $4,815-39.0% | $2,597+13.2% |
| Participant deferral / active EE | $10,364 | $6,111+69.6% | $7,448+39.2% | $4,028+157.3% |
| Admin fee / account holder | $18,993 | $6,277+202.6% | $10,007+89.8% | $5,404+251.5% |