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 | $1,087,918 | $127,790+751.3% | $106,554+921.0% | $167,553+549.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 8.27% | 33.88%-25.6pp | 26.80%-18.5pp | 478.89%-470.6pp |
| Employer contribution / active EE | $12,142 | $3,427+254.3% | $2,819+330.7% | $4,840+150.9% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $354,414 | $11,231+3055.8% | $7,408+4684.0% | $12,316+2777.6% |