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 | $346,935 | $98,760+251.3% | $149,715+131.7% | $79,858+334.4% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 10.85% | 27.43%-16.6pp | 276.66%-265.8pp | 31.72%-20.9pp |
| Employer contribution / active EE | $10,685 | $3,217+232.2% | $4,645+130.0% | $2,471+332.4% |
| Participant deferral / active EE | $8,492 | $5,681+49.5% | $6,842+24.1% | $3,740+127.0% |
| Admin fee / account holder | $741 | $6,053-87.8% | $9,310-92.0% | $5,306-86.0% |