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 | $469,900 | $209,425+124.4% | $178,499+163.3% | $158,966+195.6% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | -24.90% | 188.80%-213.7pp | 151.10%-176.0pp | 302.95%-327.8pp |
| Employer contribution / active EE | $9,544 | $5,707+67.2% | $5,011+90.5% | $4,762+100.4% |
| Participant deferral / active EE | $10,449 | $5,955+75.5% | $5,202+100.9% | $5,983+74.6% |
| Admin fee / account holder | $7,490 | $17,078-56.1% | $13,986-46.4% | $11,250-33.4% |