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 | $458,788 | $91,536+401.2% | $130,062+252.7% | $75,177+510.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 3.39% | -631.62%+635.0pp | -137.37%+140.8pp | 160.75%-157.4pp |
| Employer contribution / active EE | $4,818 | $2,845+69.4% | $4,322+11.5% | $2,671+80.4% |
| Participant deferral / active EE | $11,479 | $4,343+164.3% | $5,821+97.2% | $4,126+178.2% |
| Admin fee / account holder | $10,450 | $6,780+54.1% | $10,601-1.4% | $5,651+84.9% |