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 | $276,244 | $142,430+94.0% | $115,170+139.9% | $152,885+80.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | -4.74% | 41.48%-46.2pp | 35.60%-40.3pp | 345.39%-350.1pp |
| Employer contribution / active EE | $4,665 | $4,011+16.3% | $3,179+46.7% | $4,763-2.1% |
| Participant deferral / active EE | $2,541 | $5,165-50.8% | $4,169-39.0% | $5,851-56.6% |
| Admin fee / account holder | $9,509 | $8,464+12.4% | $7,089+34.1% | $11,598-18.0% |