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 | $301,797 | $106,524+183.3% | $152,301+98.2% | $87,485+245.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 9.22% | 26.89%-17.7pp | 80.50%-71.3pp | 26.06%-16.8pp |
| Employer contribution / active EE | $11,770 | $3,371+249.1% | $4,624+154.5% | $2,596+353.3% |
| Participant deferral / active EE | $11,988 | $6,525+83.7% | $8,004+49.8% | $4,274+180.5% |
| Admin fee / account holder | $3,870 | $8,287-53.3% | $14,398-73.1% | $7,775-50.2% |