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 | $407,782 | $227,291+79.4% | $214,702+89.9% | $155,188+162.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 5.22% | 60.08%-54.9pp | 54.55%-49.3pp | 148.84%-143.6pp |
| Employer contribution / active EE | $4,865 | $6,772-28.2% | $6,461-24.7% | $4,248+14.5% |
| Participant deferral / active EE | $8,724 | $9,582-9.0% | $9,147-4.6% | $6,531+33.6% |
| Admin fee / account holder | $8,339 | $20,413-59.1% | $19,830-57.9% | $14,480-42.4% |