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 | $284,762 | $167,362+70.1% | $143,799+98.0% | $134,532+111.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -24.21% | 0.47%-24.7pp | -0.04%-24.2pp | 418.27%-442.5pp |
| Employer contribution / active EE | $1,915 | $5,620-65.9% | $4,952-61.3% | $4,741-59.6% |
| Participant deferral / active EE | $8,405 | $6,447+30.4% | $5,638+49.1% | $6,401+31.3% |
| Admin fee / account holder | $5,091 | $18,094-71.9% | $14,677-65.3% | $11,429-55.5% |