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 | $864,295 | $142,392+507.0% | $119,622+622.5% | $134,532+542.4% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -13.05% | -12.46%-0.6pp | -14.98%+1.9pp | 418.27%-431.3pp |
| Employer contribution / active EE | $50,500 | $5,224+866.7% | $4,232+1093.2% | $4,741+965.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $22,488 | $13,593+65.4% | $10,328+117.7% | $11,429+96.8% |