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 | $298,230 | $115,814+157.5% | $101,275+194.5% | $158,982+87.6% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | 7.41% | 56.16%-48.7pp | 46.48%-39.1pp | 302.99%-295.6pp |
| Employer contribution / active EE | $2,973 | $4,176-28.8% | $3,660-18.8% | $4,763-37.6% |
| Participant deferral / active EE | $5,246 | $4,958+5.8% | $4,371+20.0% | $5,983-12.3% |
| Admin fee / account holder | $15,322 | $7,249+111.4% | $5,948+157.6% | $11,252+36.2% |