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 | $482,916 | $102,609+370.6% | $98,090+392.3% | $138,895+247.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 12.18% | 36.44%-24.3pp | 37.05%-24.9pp | 145.39%-133.2pp |
| Employer contribution / active EE | $19,726 | $3,867+410.1% | $3,606+447.0% | $4,194+370.3% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $160,503 | $11,434+1303.7% | $11,815+1258.5% | $12,562+1177.7% |