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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $420,949 | $80,812+420.9% | $160,784+161.8% | $82,448+410.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 4.33% | 100.59%-96.3pp | 1803.92%-1799.6pp | 41.64%-37.3pp |
| Employer contribution / active EE | $27,415 | $2,174+1161.2% | $3,733+634.5% | $2,551+974.7% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $6,293-100.0% | $4,139-100.0% |
| Admin fee / account holder | $22,302 | $7,695+189.8% | $9,717+129.5% | $7,234+208.3% |