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 | $770,615 | $105,210+632.5% | $159,487+383.2% | $85,851+797.6% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.8%-12.8pp | 69.3%+0.7pp |
| Annual return | 9.79% | 45.08%-35.3pp | 263.71%-253.9pp | 318.63%-308.8pp |
| Employer contribution / active EE | $3,226 | $3,319-2.8% | $4,831-33.2% | $2,565+25.7% |
| Participant deferral / active EE | $3,312 | $5,946-44.3% | $7,354-55.0% | $3,952-16.2% |
| Admin fee / account holder | $43,372 | $6,934+525.5% | $10,804+301.5% | $6,261+592.7% |