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 | $467,292 | $110,379+323.4% | $102,412+356.3% | $145,884+220.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -5.99% | 24.84%-30.8pp | 24.94%-30.9pp | 551.85%-557.8pp |
| Employer contribution / active EE | $2,378 | $4,216-43.6% | $3,870-38.6% | $4,662-49.0% |
| Participant deferral / active EE | $7,858 | $5,622+39.8% | $5,060+55.3% | $6,690+17.5% |
| Admin fee / account holder | $4,680 | $9,745-52.0% | $8,388-44.2% | $13,392-65.1% |