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 | $253,782 | $73,009+247.6% | $90,756+179.6% | $68,495+270.5% |
| Participation rate | 90.3% | 70.8%+19.5pp | 75.7%+14.6pp | 67.9%+22.4pp |
| Annual return | -21.35% | -13.81%-7.5pp | -12.16%-9.2pp | -7.84%-13.5pp |
| Employer contribution / active EE | $7,862 | $2,193+258.6% | $2,922+169.1% | $2,596+202.8% |
| Participant deferral / active EE | $15,394 | $3,626+324.5% | $4,565+237.2% | $4,028+282.2% |
| Admin fee / account holder | $12,785 | $5,896+116.9% | $8,445+51.4% | $5,403+136.6% |