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 | $370,085 | $102,429+261.3% | $147,096+151.6% | $80,925+357.3% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.2pp |
| Annual return | 11.55% | 135.02%-123.5pp | 419.75%-408.2pp | 35.65%-24.1pp |
| Employer contribution / active EE | $10,399 | $3,716+179.9% | $4,936+110.7% | $2,756+277.3% |
| Participant deferral / active EE | $9,769 | $6,649+46.9% | $8,071+21.0% | $4,299+127.3% |
| Admin fee / account holder | $1,785 | $7,957-77.6% | $13,005-86.3% | $6,940-74.3% |