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 | $1,558,209 | $68,097+2188.2% | $62,929+2376.2% | $137,256+1035.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 10.45% | 1859.11%-1848.7pp | 1063.93%-1053.5pp | 220.34%-209.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,250 | $4,553-28.6% | $3,888-16.4% | $6,407-49.3% |
| Admin fee / account holder | $144,106 | $6,521+2109.7% | $5,065+2745.4% | $12,270+1074.4% |