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 | $482,371 | $110,410+336.9% | $102,437+370.9% | $145,897+230.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.64% | 24.85%-17.2pp | 24.95%-17.3pp | 552.29%-544.6pp |
| Employer contribution / active EE | $2,088 | $4,217-50.5% | $3,871-46.0% | $4,663-55.2% |
| Participant deferral / active EE | $21,777 | $5,622+287.4% | $5,060+330.4% | $6,689+225.6% |
| Admin fee / account holder | $18,188 | $9,745+86.6% | $8,388+116.8% | $13,390+35.8% |