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 | $257,007 | $117,846+118.1% | $102,434+150.9% | $145,884+76.2% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 7.50% | 31.90%-24.4pp | 29.46%-22.0pp | 551.85%-544.4pp |
| Employer contribution / active EE | $2,766 | $3,615-23.5% | $3,023-8.5% | $4,662-40.7% |
| Participant deferral / active EE | $7,981 | $5,733+39.2% | $5,055+57.9% | $6,690+19.3% |
| Admin fee / account holder | $14,032 | $13,356+5.1% | $9,462+48.3% | $13,392+4.8% |