Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,427,645 | $211,288+1049.0% | $178,540+1259.7% | $145,884+1564.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.56% | 30.27%-24.7pp | 27.15%-21.6pp | 551.85%-546.3pp |
| Employer contribution / active EE | $69,000 | $4,574+1408.6% | $3,953+1645.6% | $4,662+1380.0% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,681 | $12,105-77.9% | $10,424-74.3% | $13,392-80.0% |