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 | $890,304 | $96,361+823.9% | $80,607+1004.5% | $139,456+538.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 3.10% | 1350.95%-1347.8pp | 936.11%-933.0pp | 373.45%-370.3pp |
| Employer contribution / active EE | $33,333 | $3,262+921.7% | $2,724+1123.6% | $4,753+601.4% |
| Participant deferral / active EE | $0 | $5,232-100.0% | $4,448-100.0% | $6,711-100.0% |
| Admin fee / account holder | $8,465 | $6,601+28.2% | $5,379+57.4% | $11,407-25.8% |