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 | $646,877 | $89,370+623.8% | $141,197+358.1% | $72,976+786.4% |
| Participation rate | 98.3% | 75.1%+23.1pp | 82.5%+15.8pp | 69.5%+28.8pp |
| Annual return | -3.50% | 111.88%-115.4pp | 71.41%-74.9pp | 81.02%-84.5pp |
| Employer contribution / active EE | $15,636 | $3,115+402.0% | $4,736+230.1% | $2,440+540.8% |
| Participant deferral / active EE | $11,094 | $5,419+104.7% | $6,710+65.3% | $3,608+207.5% |
| Admin fee / account holder | $5,402 | $5,957-9.3% | $10,265-47.4% | $5,124+5.4% |