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 | $392,234 | $75,541+419.2% | $152,093+157.9% | $82,637+374.6% |
| Participation rate | 96.7% | 66.5%+30.1pp | 77.8%+18.9pp | 68.1%+28.6pp |
| Annual return | 12.78% | 32.56%-19.8pp | 66.36%-53.6pp | 53.51%-40.7pp |
| Employer contribution / active EE | $17,817 | $2,622+579.4% | $4,175+326.8% | $2,552+598.1% |
| Participant deferral / active EE | $10,873 | $3,206+239.2% | $5,451+99.4% | $4,126+163.5% |
| Admin fee / account holder | $44,432 | $6,405+593.7% | $14,497+206.5% | $7,339+505.4% |