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 | $260,480 | $89,370+191.5% | $141,197+84.5% | $72,976+256.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 18.98% | 111.88%-92.9pp | 71.41%-52.4pp | 81.02%-62.0pp |
| Employer contribution / active EE | $1,948 | $3,115-37.5% | $4,736-58.9% | $2,440-20.2% |
| Participant deferral / active EE | $6,838 | $5,419+26.2% | $6,710+1.9% | $3,608+89.5% |
| Admin fee / account holder | $3,213 | $5,957-46.1% | $10,265-68.7% | $5,124-37.3% |