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 | $262,253 | $185,312+41.5% | $161,489+62.4% | $154,746+69.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | -3.02% | 103.84%-106.9pp | 89.72%-92.7pp | 172.34%-175.4pp |
| Employer contribution / active EE | $21,683 | $4,769+354.7% | $4,268+408.0% | $4,379+395.2% |
| Participant deferral / active EE | $21,366 | $6,350+236.5% | $5,630+279.5% | $6,730+217.5% |
| Admin fee / account holder | $2,407 | $18,654-87.1% | $16,006-85.0% | $14,365-83.2% |