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 | $252,120 | $92,219+173.4% | $76,767+228.4% | $135,380+86.2% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -8.87% | 5.46%-14.3pp | 2.43%-11.3pp | 519.81%-528.7pp |
| Employer contribution / active EE | $5,540 | $3,216+72.3% | $2,485+122.9% | $4,779+15.9% |
| Participant deferral / active EE | $5,838 | $4,508+29.5% | $3,852+51.6% | $5,609+4.1% |
| Admin fee / account holder | $20,905 | $10,749+94.5% | $6,675+213.2% | $10,828+93.1% |