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 | $263,097 | $96,419+172.9% | $80,648+226.2% | $139,487+88.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 9.54% | 1352.86%-1343.3pp | 937.21%-927.7pp | 373.84%-364.3pp |
| Employer contribution / active EE | $13,553 | $3,261+315.6% | $2,724+397.6% | $4,755+185.0% |
| Participant deferral / active EE | $9,439 | $5,225+80.6% | $4,443+112.4% | $6,713+40.6% |
| Admin fee / account holder | $13,241 | $6,605+100.5% | $5,382+146.0% | $11,407+16.1% |