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 | $567,584 | $79,961+609.8% | $98,462+476.4% | $75,177+655.0% |
| Participation rate | 92.3% | 70.4%+21.9pp | 75.2%+17.1pp | 67.2%+25.1pp |
| Annual return | -6.89% | 19.75%-26.6pp | 21.17%-28.1pp | 160.75%-167.6pp |
| Employer contribution / active EE | $3,679 | $2,264+62.5% | $3,049+20.7% | $2,671+37.7% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $23,717 | $6,842+246.6% | $8,875+167.2% | $5,651+319.7% |