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 | $266,293 | $131,835+102.0% | $108,582+145.2% | $273,972-2.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -5.00% | -91.57%+86.6pp | -51.70%+46.7pp | 41.46%-46.5pp |
| Employer contribution / active EE | $1,807 | $4,913-63.2% | $3,758-51.9% | $4,869-62.9% |
| Participant deferral / active EE | $10,203 | $5,127+99.0% | $4,311+136.7% | $5,287+93.0% |
| Admin fee / account holder | $10,686 | $10,253+4.2% | $7,645+39.8% | $10,133+5.5% |