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 | $412,080 | $160,040+157.5% | $147,096+180.1% | $145,877+182.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.27% | 98.49%-90.2pp | 419.75%-411.5pp | 551.28%-543.0pp |
| Employer contribution / active EE | $12,404 | $5,289+134.5% | $4,936+151.3% | $4,663+166.0% |
| Participant deferral / active EE | $11,692 | $8,429+38.7% | $8,071+44.9% | $6,691+74.7% |
| Admin fee / account holder | $9,360 | $15,050-37.8% | $13,005-28.0% | $13,402-30.2% |