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 | $442,282 | $154,228+186.8% | $145,433+204.1% | $137,256+222.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.22% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $5,553 | $4,804+15.6% | $4,554+21.9% | $4,156+33.6% |
| Participant deferral / active EE | $16,543 | $8,216+101.3% | $7,897+109.5% | $6,407+158.2% |
| Admin fee / account holder | $3,080 | $14,344-78.5% | $13,129-76.5% | $12,270-74.9% |