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 | $341,666 | $99,875+242.1% | $146,866+132.6% | $86,983+292.8% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.5%+26.9pp |
| Annual return | 10.11% | 28.10%-18.0pp | 102.85%-92.7pp | 25.83%-15.7pp |
| Employer contribution / active EE | $364 | $3,224-88.7% | $4,425-91.8% | $2,584-85.9% |
| Participant deferral / active EE | $6,838 | $6,322+8.2% | $7,759-11.9% | $4,194+63.1% |
| Admin fee / account holder | $10,753 | $7,838+37.2% | $13,620-21.0% | $7,856+36.9% |