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 | $355,560 | $102,422+247.2% | $147,117+141.7% | $80,959+339.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.36% | 135.16%-125.8pp | 420.54%-411.2pp | 35.67%-26.3pp |
| Employer contribution / active EE | $8,387 | $3,717+125.6% | $4,932+70.0% | $2,757+204.2% |
| Participant deferral / active EE | $8,696 | $6,652+30.7% | $8,065+7.8% | $4,300+102.2% |
| Admin fee / account holder | $3,565 | $7,953-55.2% | $12,993-72.6% | $6,925-48.5% |