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 | $543,790 | $160,040+239.8% | $147,096+269.7% | $145,877+272.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 8.04% | 98.49%-90.5pp | 419.75%-411.7pp | 551.28%-543.2pp |
| Employer contribution / active EE | $4,601 | $5,289-13.0% | $4,936-6.8% | $4,663-1.3% |
| Participant deferral / active EE | $10,192 | $8,429+20.9% | $8,071+26.3% | $6,691+52.3% |
| Admin fee / account holder | $34,469 | $15,050+129.0% | $13,005+165.0% | $13,402+157.2% |