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 | $900,928 | $167,362+438.3% | $143,799+526.5% | $134,532+569.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.25% | 0.47%-20.7pp | -0.04%-20.2pp | 418.27%-438.5pp |
| Employer contribution / active EE | $22,943 | $5,620+308.2% | $4,952+363.3% | $4,741+383.9% |
| Participant deferral / active EE | $2,887 | $6,447-55.2% | $5,638-48.8% | $6,401-54.9% |
| Admin fee / account holder | $10,469 | $18,094-42.1% | $14,677-28.7% | $11,429-8.4% |