Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $669,210 | $77,492+763.6% | $100,398+566.6% | $80,911+727.1% |
| Participation rate | 95.9% | 76.9%+18.9pp | 81.5%+14.4pp | 67.6%+28.2pp |
| Annual return | -3.79% | 37.23%-41.0pp | 49.32%-53.1pp | 35.63%-39.4pp |
| Employer contribution / active EE | $22,736 | $2,800+711.9% | $3,946+476.2% | $2,756+725.0% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $8,084-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,366 | $5,892+109.9% | $7,893+56.7% | $6,935+78.3% |