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 | $1,291,756 | $70,121+1742.2% | $63,803+1924.6% | $138,895+830.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 10.11% | 946.48%-936.4pp | 543.72%-533.6pp | 145.39%-135.3pp |
| Employer contribution / active EE | $15,190 | $2,882+427.0% | $2,532+499.8% | $4,194+262.2% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $9,408 | $6,738+39.6% | $5,196+81.0% | $12,562-25.1% |