Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $343,195 | $181,896+88.7% | $156,551+119.2% | $273,972+25.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.82% | 30.74%-32.6pp | 32.23%-34.0pp | 41.46%-43.3pp |
| Employer contribution / active EE | $3,851 | $6,248-38.4% | $5,501-30.0% | $4,869-20.9% |
| Participant deferral / active EE | $13,758 | $5,550+147.9% | $4,871+182.4% | $5,287+160.2% |
| Admin fee / account holder | $54,765 | $15,560+252.0% | $13,028+320.4% | $10,133+440.5% |