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 | $264,973 | $98,776+168.3% | $149,745+76.9% | $79,856+231.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.62% | 27.38%-16.8pp | 276.72%-266.1pp | 31.71%-21.1pp |
| Employer contribution / active EE | $14,706 | $3,217+357.1% | $4,646+216.5% | $2,471+495.1% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,018 | $6,053-33.6% | $9,312-56.8% | $5,306-24.3% |