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 | $294,851 | $165,399+78.3% | $149,745+96.9% | $158,982+85.5% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | -34.17% | 348.34%-382.5pp | 276.72%-310.9pp | 302.99%-337.2pp |
| Employer contribution / active EE | $12,933 | $5,105+153.4% | $4,646+178.4% | $4,763+171.5% |
| Participant deferral / active EE | $6,274 | $7,183-12.7% | $6,843-8.3% | $5,983+4.9% |
| Admin fee / account holder | $18,153 | $10,811+67.9% | $9,312+94.9% | $11,252+61.3% |