Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $397,061 | $190,225+108.7% | $117,861+236.9% | - |
| Participation rate | 0.0% | 74.9%-74.9pp | 79.7%-79.7pp | - |
| Annual return | 1.58% | 90.66%-89.1pp | 335.11%-333.5pp | - |
| Employer contribution / active EE | $0 | $1,779-100.0% | $3,786-100.0% | - |
| Participant deferral / active EE | $0 | $3,327-100.0% | $4,482-100.0% | - |
| Admin fee / account holder | $29,490 | $9,756+202.3% | $8,021+267.7% | - |