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 | $374,466 | $159,978+134.1% | $147,041+154.7% | $145,978+156.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 8.52% | 98.36%-89.8pp | 419.21%-410.7pp | 550.52%-542.0pp |
| Employer contribution / active EE | $12,114 | $5,288+129.1% | $4,935+145.5% | $4,662+159.8% |
| Participant deferral / active EE | $6,070 | $8,429-28.0% | $8,071-24.8% | $6,690-9.3% |
| Admin fee / account holder | $54,229 | $15,053+260.3% | $13,006+316.9% | $13,400+304.7% |