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 | $432,002 | $210,343+105.4% | $153,476+181.5% | $145,978+195.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.47% | 13.38%-4.9pp | 15.66%-7.2pp | 550.52%-542.0pp |
| Employer contribution / active EE | $29,459 | $6,047+387.1% | $5,038+484.7% | $4,662+531.9% |
| Participant deferral / active EE | $17,746 | $7,977+122.5% | $6,759+162.6% | $6,690+165.3% |
| Admin fee / account holder | $12,018 | $19,424-38.1% | $12,729-5.6% | $13,400-10.3% |