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 | $868,687 | $185,312+368.8% | $161,489+437.9% | $154,746+461.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.96% | 103.84%-93.9pp | 89.72%-79.8pp | 172.34%-162.4pp |
| Employer contribution / active EE | $15,027 | $4,769+215.1% | $4,268+252.1% | $4,379+243.2% |
| Participant deferral / active EE | $14,213 | $6,350+123.8% | $5,630+152.5% | $6,730+111.2% |
| Admin fee / account holder | $5,615 | $18,654-69.9% | $16,006-64.9% | $14,365-60.9% |