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 | $722,542 | $217,432+232.3% | $185,849+288.8% | $167,536+331.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.94% | 148.42%-145.5pp | 122.10%-119.2pp | 478.82%-475.9pp |
| Employer contribution / active EE | $22,183 | $5,875+277.6% | $5,169+329.2% | $4,839+358.4% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,857 | $19,818-85.6% | $16,244-82.4% | $12,315-76.8% |