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 | $1,002,217 | $96,678+936.7% | $86,640+1056.8% | $139,466+618.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -7.29% | 106.69%-114.0pp | 592.52%-599.8pp | 373.66%-381.0pp |
| Employer contribution / active EE | $24,922 | $3,265+663.2% | $3,024+724.0% | $4,754+424.2% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $16,254 | $6,410+153.6% | $5,616+189.4% | $11,409+42.5% |