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 | $400,677 | $148,623+169.6% | $135,974+194.7% | $139,466+187.3% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 3.27% | 79.30%-76.0pp | 68.30%-65.0pp | 373.66%-370.4pp |
| Employer contribution / active EE | $16,942 | $5,246+222.9% | $4,859+248.7% | $4,754+256.4% |
| Participant deferral / active EE | $15,806 | $8,103+95.1% | $7,760+103.7% | $6,712+135.5% |
| Admin fee / account holder | $98,808 | $12,406+696.5% | $10,767+817.7% | $11,409+766.1% |