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 | $745,147 | $212,386+250.8% | $199,883+272.8% | $138,895+436.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 8.91% | 47.75%-38.8pp | 43.81%-34.9pp | 145.39%-136.5pp |
| Employer contribution / active EE | $30,304 | $6,625+357.4% | $6,261+384.0% | $4,194+622.5% |
| Participant deferral / active EE | $3,542 | $9,617-63.2% | $9,138-61.2% | $6,396-44.6% |
| Admin fee / account holder | $27,812 | $18,233+52.5% | $17,268+61.1% | $12,562+121.4% |