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 | $1,057,897 | $125,193+745.0% | $105,591+901.9% | $145,978+624.7% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 5.61% | 225.53%-219.9pp | 116.43%-110.8pp | 550.52%-544.9pp |
| Employer contribution / active EE | $48,802 | $3,718+1212.4% | $3,166+1441.4% | $4,662+946.8% |
| Participant deferral / active EE | $0 | $5,708-100.0% | $5,008-100.0% | $6,690-100.0% |
| Admin fee / account holder | $49,260 | $17,277+185.1% | $11,024+346.9% | $13,400+267.6% |