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 | $662,234 | $111,535+493.7% | $105,223+529.4% | $137,256+382.5% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 10.48% | 237.85%-227.4pp | 180.65%-170.2pp | 220.34%-209.9pp |
| Employer contribution / active EE | $7,589 | $3,939+92.7% | $3,689+105.8% | $4,156+82.6% |
| Participant deferral / active EE | $7,171 | $5,500+30.4% | $5,072+41.4% | $6,407+11.9% |
| Admin fee / account holder | $6,263 | $9,721-35.6% | $8,859-29.3% | $12,270-49.0% |