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 | $904,392 | $89,370+912.0% | $141,197+540.5% | $72,976+1139.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.47% | 111.88%-94.4pp | 71.41%-53.9pp | 81.02%-63.5pp |
| Employer contribution / active EE | $16,404 | $3,115+426.6% | $4,736+246.4% | $2,440+572.3% |
| Participant deferral / active EE | $8,497 | $5,419+56.8% | $6,710+26.6% | $3,608+135.5% |
| Admin fee / account holder | $104,083 | $5,957+1647.3% | $10,265+914.0% | $5,124+1931.2% |