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 | $303,813 | $105,623+187.6% | $87,502+247.2% | $273,972+10.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -4.93% | 12.26%-17.2pp | 12.21%-17.1pp | 41.46%-46.4pp |
| Employer contribution / active EE | $11,645 | $3,141+270.8% | $2,550+356.7% | $4,869+139.2% |
| Participant deferral / active EE | $1,805 | $3,601-49.9% | $3,149-42.7% | $5,287-65.9% |
| Admin fee / account holder | $3,073 | $4,781-35.7% | $4,221-27.2% | $10,133-69.7% |