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 | $400,556 | $148,623+169.5% | $135,974+194.6% | $139,466+187.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.06% | 79.30%-71.2pp | 68.30%-60.2pp | 373.66%-365.6pp |
| Employer contribution / active EE | $12,937 | $5,246+146.6% | $4,859+166.2% | $4,754+172.1% |
| Participant deferral / active EE | $8,649 | $8,103+6.7% | $7,760+11.5% | $6,712+28.9% |
| Admin fee / account holder | $44,427 | $12,406+258.1% | $10,767+312.6% | $11,409+289.4% |