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 | $263,212 | $81,870+221.5% | $119,622+120.0% | $68,486+284.3% |
| Participation rate | 76.3% | 71.9%+4.4pp | 79.3%-2.9pp | 67.9%+8.4pp |
| Annual return | -19.38% | -23.82%+4.4pp | -14.98%-4.4pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,502 | $2,692-7.0% | $4,232-40.9% | $2,597-3.6% |
| Participant deferral / active EE | $5,298 | $4,148+27.7% | $5,601-5.4% | $4,028+31.5% |
| Admin fee / account holder | $5,116 | $6,583-22.3% | $10,328-50.5% | $5,404-5.3% |