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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $463,641 | $73,863+527.7% | $143,797+222.4% | $68,490+576.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.65% | 0.91%-16.6pp | -0.04%-15.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $21,749 | $3,185+582.9% | $4,952+339.2% | $2,597+737.6% |
| Participant deferral / active EE | $16,327 | $3,385+382.4% | $5,638+189.6% | $4,028+305.4% |
| Admin fee / account holder | $53,272 | $5,756+825.5% | $14,679+262.9% | $5,403+886.0% |