Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,087,454 | $110,517+884.0% | - | $145,959+645.0% |
| Participation rate | 100.0% | 68.2%+31.8pp | - | 80.3%+19.7pp |
| Annual return | 3.63% | 17.64%-14.0pp | - | 561.95%-558.3pp |
| Employer contribution / active EE | $0 | $5,676-100.0% | - | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,565-100.0% | - | $6,689-100.0% |
| Admin fee / account holder | $17,194 | $6,295+173.1% | - | $13,398+28.3% |