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 | $251,624 | $167,533+50.2% | $151,645+65.9% | $134,545+87.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.44% | 7.81%-29.3pp | 3.34%-24.8pp | 418.37%-439.8pp |
| Employer contribution / active EE | $14,277 | $6,828+109.1% | $6,165+131.6% | $4,742+201.1% |
| Participant deferral / active EE | $7,560 | $8,985-15.9% | $8,363-9.6% | $6,401+18.1% |
| Admin fee / account holder | $8,410 | $13,781-39.0% | $11,614-27.6% | $11,431-26.4% |