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 | $267,974 | $83,485+221.0% | $125,192+114.1% | $72,975+267.2% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.5%+21.4pp |
| Annual return | -2.57% | 25.77%-28.3pp | 43.79%-46.4pp | 81.01%-83.6pp |
| Employer contribution / active EE | $13,522 | $2,346+476.4% | $3,866+249.8% | $2,440+454.2% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,933 | $5,518-10.6% | $9,704-49.2% | $5,124-3.7% |