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 | $393,566 | $75,962+418.1% | $154,108+155.4% | $64,173+513.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.77% | 30.32%-36.1pp | 735.21%-741.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $11,686 | $3,350+248.9% | $5,298+120.6% | $2,381+390.9% |
| Participant deferral / active EE | $6,635 | $3,175+109.0% | $5,081+30.6% | $3,470+91.2% |
| Admin fee / account holder | $15,007 | $5,589+168.5% | $13,411+11.9% | $4,887+207.1% |