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 | $306,754 | $96,508+217.9% | $75,901+304.1% | $152,897+100.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 9.28% | 33.99%-24.7pp | 30.76%-21.5pp | 345.43%-336.2pp |
| Employer contribution / active EE | $37,000 | $3,310+1017.8% | $2,501+1379.5% | $4,764+676.7% |
| Participant deferral / active EE | $23,000 | $4,554+405.1% | $3,603+538.3% | $5,851+293.1% |
| Admin fee / account holder | $1,642 | $8,081-79.7% | $5,420-69.7% | $11,599-85.8% |