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 | $388,414 | $100,805+285.3% | $86,698+348.0% | $134,532+188.7% |
| Participation rate | 95.8% | 79.0%+16.9pp | 76.6%+19.2pp | 81.2%+14.6pp |
| Annual return | -14.03% | 29.09%-43.1pp | 35.95%-50.0pp | 418.27%-432.3pp |
| Employer contribution / active EE | $7,597 | $3,490+117.7% | $2,837+167.8% | $4,741+60.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,751 | $10,925+16.7% | $7,493+70.2% | $11,429+11.6% |