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 | $7,967,423 | $211,224+3672.0% | $178,505+4363.4% | $145,897+5361.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.68% | 30.28%-24.6pp | 27.16%-21.5pp | 552.29%-546.6pp |
| Employer contribution / active EE | $1,350 | $4,577-70.5% | $3,955-65.9% | $4,663-71.0% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $150,000 | $12,109+1138.7% | $10,428+1338.5% | $13,390+1020.2% |