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 | $309,339 | $81,276+280.6% | $155,574+98.8% | $80,925+282.3% |
| Participation rate | 74.4% | 66.2%+8.2pp | 78.2%-3.8pp | 67.7%+6.8pp |
| Annual return | 9.42% | 33.36%-23.9pp | 64.87%-55.4pp | 35.65%-26.2pp |
| Employer contribution / active EE | $18,512 | $3,103+496.6% | $4,676+295.9% | $2,756+571.6% |
| Participant deferral / active EE | $1,168 | $3,453-66.2% | $5,629-79.3% | $4,299-72.8% |
| Admin fee / account holder | $48,561 | $7,993+507.5% | $15,914+205.1% | $6,940+599.7% |