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 | $450,583 | $227,291+98.2% | $214,702+109.9% | $155,188+190.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 4.60% | 60.08%-55.5pp | 54.55%-50.0pp | 148.84%-144.2pp |
| Employer contribution / active EE | $71,575 | $6,772+957.0% | $6,461+1007.9% | $4,248+1585.0% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $189,928 | $20,413+830.4% | $19,830+857.8% | $14,480+1211.7% |