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 | $509,151 | $201,372+152.8% | $184,260+176.3% | $145,884+249.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.65% | 29.04%-22.4pp | 28.84%-22.2pp | 551.85%-545.2pp |
| Employer contribution / active EE | $50,500 | $7,024+619.0% | $6,427+685.7% | $4,662+983.2% |
| Participant deferral / active EE | $8,900 | $9,808-9.3% | $9,133-2.5% | $6,690+33.0% |
| Admin fee / account holder | $2,597 | $16,362-84.1% | $13,898-81.3% | $13,392-80.6% |