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 | $623,419 | $180,749+244.9% | $160,784+287.7% | $137,256+354.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 5.19% | 2234.46%-2229.3pp | 1803.92%-1798.7pp | 220.34%-215.1pp |
| Employer contribution / active EE | $35,348 | $4,155+750.7% | $3,733+847.0% | $4,156+750.5% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $24,344 | $10,397+134.1% | $9,717+150.5% | $12,270+98.4% |