Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $322,810 | $89,367+261.2% | $141,191+128.6% | $72,975+342.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.23% | 111.87%-94.6pp | 71.41%-54.2pp | 81.01%-63.8pp |
| Employer contribution / active EE | $9,026 | $3,115+189.8% | $4,736+90.6% | $2,440+269.9% |
| Participant deferral / active EE | $8,204 | $5,419+51.4% | $6,710+22.3% | $3,608+127.4% |
| Admin fee / account holder | $4,058 | $5,957-31.9% | $10,264-60.5% | $5,124-20.8% |