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 | $904,719 | $77,920+1061.1% | $149,723+504.3% | $75,177+1103.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | -15.96% | 31.72%-47.7pp | 134.50%-150.5pp | 160.75%-176.7pp |
| Employer contribution / active EE | $43,310 | $3,138+1280.1% | $4,821+798.3% | $2,671+1521.4% |
| Participant deferral / active EE | $12,911 | $3,411+278.5% | $5,682+127.2% | $4,126+212.9% |
| Admin fee / account holder | $1,726 | $5,951-71.0% | $13,215-86.9% | $5,651-69.5% |