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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,702 | $86,938+206.8% | $102,423+160.4% | $80,925+229.6% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.7%+30.0pp |
| Annual return | 10.31% | 18.89%-8.6pp | 29.42%-19.1pp | 35.65%-25.3pp |
| Employer contribution / active EE | $7,597 | $2,369+220.7% | $3,023+151.3% | $2,756+175.6% |
| Participant deferral / active EE | $14,389 | $4,120+249.2% | $5,054+184.7% | $4,299+234.7% |
| Admin fee / account holder | $768 | $8,053-90.5% | $9,455-91.9% | $6,940-88.9% |