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 | $539,753 | $110,083+390.3% | $151,645+255.9% | $68,490+688.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.53% | -10.12%-10.4pp | 3.34%-23.9pp | -7.85%-12.7pp |
| Employer contribution / active EE | $18,965 | $4,470+324.3% | $6,165+207.6% | $2,597+630.4% |
| Participant deferral / active EE | $14,975 | $6,526+129.4% | $8,363+79.1% | $4,028+271.8% |
| Admin fee / account holder | $44,226 | $7,718+473.1% | $11,614+280.8% | $5,403+718.6% |