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 | $816,181 | $172,111+374.2% | $150,298+443.0% | $137,256+494.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.94% | 69.37%-58.4pp | 62.79%-51.8pp | 220.34%-209.4pp |
| Employer contribution / active EE | $18,840 | $4,636+306.4% | $4,154+353.5% | $4,156+353.3% |
| Participant deferral / active EE | $17,381 | $6,166+181.9% | $5,453+218.8% | $6,407+171.3% |
| Admin fee / account holder | $490,804 | $16,471+2879.8% | $14,116+3377.0% | $12,270+3900.0% |