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 | $361,661 | $110,337+227.8% | $102,383+253.2% | $145,877+147.9% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 7.03% | 24.83%-17.8pp | 24.94%-17.9pp | 551.28%-544.3pp |
| Employer contribution / active EE | $3,893 | $4,216-7.7% | $3,870+0.6% | $4,663-16.5% |
| Participant deferral / active EE | $10,555 | $5,621+87.8% | $5,060+108.6% | $6,691+57.8% |
| Admin fee / account holder | $17,934 | $9,750+83.9% | $8,391+113.7% | $13,402+33.8% |