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 | $714,164 | $100,911+607.7% | $90,440+689.7% | $158,966+349.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.23% | 1726.62%-1721.4pp | 1294.38%-1289.2pp | 302.95%-297.7pp |
| Employer contribution / active EE | $9,447 | $3,690+156.0% | $3,263+189.5% | $4,762+98.4% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,863 | $6,507-56.0% | $5,615-49.0% | $11,250-74.5% |