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 | $261,620 | $85,766+205.0% | $136,298+91.9% | $70,126+273.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.34% | 31.46%-19.1pp | 5156.27%-5143.9pp | 73.15%-60.8pp |
| Employer contribution / active EE | $4,387 | $2,966+47.9% | $4,696-6.6% | $2,343+87.3% |
| Participant deferral / active EE | $4,903 | $5,051-2.9% | $6,247-21.5% | $3,332+47.2% |
| Admin fee / account holder | $25,467 | $5,421+369.8% | $9,244+175.5% | $4,645+448.2% |