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 | $259,866 | $209,425+24.1% | $178,499+45.6% | $158,966+63.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.04% | 188.80%-183.8pp | 151.10%-146.1pp | 302.95%-297.9pp |
| Employer contribution / active EE | $13,125 | $5,707+130.0% | $5,011+161.9% | $4,762+175.6% |
| Participant deferral / active EE | $13,296 | $5,955+123.3% | $5,202+155.6% | $5,983+122.2% |
| Admin fee / account holder | $308,781 | $17,078+1708.0% | $13,986+2107.8% | $11,250+2644.7% |