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 | $375,862 | $211,224+77.9% | $178,505+110.6% | $145,897+157.6% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 3.44% | 30.28%-26.8pp | 27.16%-23.7pp | 552.29%-548.9pp |
| Employer contribution / active EE | $12,238 | $4,577+167.4% | $3,955+209.4% | $4,663+162.5% |
| Participant deferral / active EE | $8,225 | $6,966+18.1% | $6,280+31.0% | $6,689+23.0% |
| Admin fee / account holder | $14,537 | $12,109+20.1% | $10,428+39.4% | $13,390+8.6% |