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 | $6,816,750 | $125,797+5318.8% | $170,057+3908.5% | $75,177+8967.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -12.38% | 27.20%-39.6pp | 53.42%-65.8pp | 160.75%-173.1pp |
| Employer contribution / active EE | $3,323 | $4,616-28.0% | $6,790-51.1% | $2,671+24.4% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $83,862 | $8,177+925.6% | $12,826+553.8% | $5,651+1383.9% |