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 | $267,514 | $82,678+223.6% | $125,391+113.3% | $68,490+290.6% |
| Participation rate | 93.9% | 75.1%+18.9pp | 82.4%+11.6pp | 67.9%+26.0pp |
| Annual return | -19.99% | -5.97%-14.0pp | 572.41%-592.4pp | -7.85%-12.1pp |
| Employer contribution / active EE | $6,801 | $3,382+101.1% | $4,816+41.2% | $2,597+161.9% |
| Participant deferral / active EE | $7,219 | $6,111+18.1% | $7,448-3.1% | $4,028+79.2% |
| Admin fee / account holder | $14,720 | $6,277+134.5% | $10,009+47.1% | $5,403+172.4% |