Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $307,176 | $45,872+569.6% | $77,081+298.5% | $68,495+348.5% |
| Participation rate | 87.1% | 55.9%+31.2pp | 67.9%+19.2pp | 67.9%+19.2pp |
| Annual return | -20.78% | 1.73%-22.5pp | 42.33%-63.1pp | -7.84%-12.9pp |
| Employer contribution / active EE | $4,664 | $1,650+182.7% | $2,813+65.8% | $2,596+79.6% |
| Participant deferral / active EE | $12,896 | $2,963+335.3% | $4,428+191.3% | $4,028+220.2% |
| Admin fee / account holder | $3,035 | $3,041-0.2% | $5,427-44.1% | $5,403-43.8% |