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 | $438,330 | $82,288+432.7% | $68,794+537.2% | $134,509+225.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -25.80% | -2.19%-23.6pp | -6.37%-19.4pp | 418.13%-443.9pp |
| Employer contribution / active EE | $5,052 | $3,301+53.1% | $2,656+90.2% | $4,741+6.6% |
| Participant deferral / active EE | $6,220 | $4,738+31.3% | $3,941+57.8% | $6,400-2.8% |
| Admin fee / account holder | $4,401 | $6,482-32.1% | $4,934-10.8% | $11,427-61.5% |