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 | $1,340,700 | $101,618+1219.3% | $93,063+1340.6% | $137,256+876.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 8.21% | 223.95%-215.7pp | 34.15%-25.9pp | 220.34%-212.1pp |
| Employer contribution / active EE | $40,832 | $2,707+1408.3% | $2,476+1549.0% | $4,156+882.5% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,163 | $6,198-32.8% | $6,033-31.0% | $12,270-66.1% |