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 | $262,107 | $202,342+29.5% | $172,753+51.7% | $152,909+71.4% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 8.88% | 1029.88%-1021.0pp | 803.00%-794.1pp | 345.46%-336.6pp |
| Employer contribution / active EE | $11,187 | $5,857+91.0% | $5,144+117.5% | $4,764+134.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,333 | $17,112-68.8% | $13,956-61.8% | $11,601-54.0% |