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 | $2,139,926 | $102,429+1989.2% | $147,096+1354.8% | $80,925+2544.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -19.51% | 135.02%-154.5pp | 419.75%-439.3pp | 35.65%-55.2pp |
| Employer contribution / active EE | $21,366 | $3,716+475.0% | $4,936+332.9% | $2,756+675.2% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $585,078 | $7,957+7253.1% | $13,005+4398.8% | $6,940+8330.4% |