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 | $510,140 | $174,379+192.5% | $152,093+235.4% | $138,895+267.3% |
| Participation rate | 72.7% | 81.6%-8.9pp | 77.8%-5.0pp | 79.9%-7.2pp |
| Annual return | 9.49% | 74.86%-65.4pp | 66.36%-56.9pp | 145.39%-135.9pp |
| Employer contribution / active EE | $2,083 | $4,652-55.2% | $4,175-50.1% | $4,194-50.3% |
| Participant deferral / active EE | $6,796 | $6,159+10.3% | $5,451+24.7% | $6,396+6.3% |
| Admin fee / account holder | $19,562 | $16,880+15.9% | $14,497+34.9% | $12,562+55.7% |