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 | $678,513 | $106,749+535.6% | $145,433+366.5% | $82,448+723.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.93% | 27.59%-14.7pp | 66.58%-53.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $14,037 | $3,444+307.5% | $4,554+208.2% | $2,551+450.3% |
| Participant deferral / active EE | $16,425 | $6,519+152.0% | $7,897+108.0% | $4,139+296.8% |
| Admin fee / account holder | $110,614 | $8,390+1218.4% | $13,129+742.5% | $7,234+1429.0% |