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 | $268,743 | $93,598+187.1% | $135,974+97.6% | $75,173+257.5% |
| Participation rate | 80.4% | 75.2%+5.2pp | 81.9%-1.5pp | 67.2%+13.2pp |
| Annual return | 15.11% | 30.89%-15.8pp | 68.30%-53.2pp | 160.72%-145.6pp |
| Employer contribution / active EE | $9,993 | $3,538+182.4% | $4,859+105.7% | $2,671+274.1% |
| Participant deferral / active EE | $10,114 | $6,405+57.9% | $7,760+30.3% | $4,126+145.1% |
| Admin fee / account holder | $7,083 | $6,978+1.5% | $10,767-34.2% | $5,651+25.4% |