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 | $279,879 | $95,404+193.4% | $113,397+146.8% | $82,637+238.7% |
| Participation rate | 77.1% | 72.8%+4.3pp | 76.5%+0.6pp | 68.1%+9.1pp |
| Annual return | 10.65% | 19.08%-8.4pp | 23.20%-12.6pp | 53.51%-42.9pp |
| Employer contribution / active EE | $1,341 | $2,307-41.8% | $2,977-54.9% | $2,552-47.4% |
| Participant deferral / active EE | $7,630 | $4,220+80.8% | $5,076+50.3% | $4,126+84.9% |
| Admin fee / account holder | $3,264 | $9,168-64.4% | $11,957-72.7% | $7,339-55.5% |