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 | $309,870 | $172,111+80.0% | $150,298+106.2% | $137,256+125.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 3.13% | 69.37%-66.2pp | 62.79%-59.7pp | 220.34%-217.2pp |
| Employer contribution / active EE | $2,333 | $4,636-49.7% | $4,154-43.8% | $4,156-43.9% |
| Participant deferral / active EE | $6,488 | $6,166+5.2% | $5,453+19.0% | $6,407+1.3% |
| Admin fee / account holder | $15,319 | $16,471-7.0% | $14,116+8.5% | $12,270+24.9% |