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 | $847,631 | $96,508+778.3% | $75,901+1016.8% | $152,897+454.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | -0.39% | 33.99%-34.4pp | 30.76%-31.1pp | 345.43%-345.8pp |
| Employer contribution / active EE | $27,068 | $3,310+717.7% | $2,501+982.3% | $4,764+468.2% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,645 | $8,081-42.5% | $5,420-14.3% | $11,599-60.0% |