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 | $266,655 | $142,392+87.3% | $119,622+122.9% | $134,532+98.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.79% | -12.46%-9.3pp | -14.98%-6.8pp | 418.27%-440.1pp |
| Employer contribution / active EE | $3,883 | $5,224-25.7% | $4,232-8.3% | $4,741-18.1% |
| Participant deferral / active EE | $4,800 | $6,467-25.8% | $5,601-14.3% | $6,401-25.0% |
| Admin fee / account holder | $1,369 | $13,593-89.9% | $10,328-86.7% | $11,429-88.0% |