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 | $407,042 | $135,956+199.4% | $123,894+228.5% | $273,972+48.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -5.39% | 56.63%-62.0pp | 47.52%-52.9pp | 41.46%-46.8pp |
| Employer contribution / active EE | $34,408 | $5,170+565.6% | $4,617+645.3% | $4,869+606.7% |
| Participant deferral / active EE | $21,592 | $6,343+240.4% | $5,984+260.8% | $5,287+308.4% |
| Admin fee / account holder | $8,149 | $9,817-17.0% | $8,357-2.5% | $10,133-19.6% |