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 | $283,194 | $127,387+122.3% | $115,038+146.2% | $125,389+125.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.91% | 31.28%-35.2pp | 26.14%-30.1pp | 282.24%-286.2pp |
| Employer contribution / active EE | $12,174 | $5,166+135.6% | $4,608+164.2% | $4,866+150.2% |
| Participant deferral / active EE | $5,212 | $6,423-18.9% | $6,026-13.5% | $5,352-2.6% |
| Admin fee / account holder | $2,128 | $9,516-77.6% | $8,175-74.0% | $9,541-77.7% |