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 | $357,920 | $73,940+384.1% | $96,496+270.9% | $75,173+376.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 10.99% | 26.71%-15.7pp | 35.70%-24.7pp | 160.65%-149.7pp |
| Employer contribution / active EE | $19,304 | $2,929+559.0% | $3,738+416.4% | $2,670+622.9% |
| Participant deferral / active EE | $7,576 | $3,659+107.1% | $4,879+55.3% | $4,126+83.6% |
| Admin fee / account holder | $4,094 | $5,216-21.5% | $6,731-39.2% | $5,651-27.6% |