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 | $264,709 | $167,533+58.0% | $151,645+74.6% | $134,545+96.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.02% | 7.81%-36.8pp | 3.34%-32.4pp | 418.37%-447.4pp |
| Employer contribution / active EE | $12,009 | $6,828+75.9% | $6,165+94.8% | $4,742+153.3% |
| Participant deferral / active EE | $17,300 | $8,985+92.5% | $8,363+106.9% | $6,401+170.3% |
| Admin fee / account holder | $879 | $13,781-93.6% | $11,614-92.4% | $11,431-92.3% |