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 | $637,147 | $110,083+478.8% | $151,645+320.2% | $68,490+830.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -19.39% | -10.12%-9.3pp | 3.34%-22.7pp | -7.85%-11.5pp |
| Employer contribution / active EE | $30,422 | $4,470+580.6% | $6,165+393.4% | $2,597+1071.6% |
| Participant deferral / active EE | $17,682 | $6,526+170.9% | $8,363+111.4% | $4,028+339.0% |
| Admin fee / account holder | $1,195 | $7,718-84.5% | $11,614-89.7% | $5,403-77.9% |