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 | $365,743 | $106,551+243.3% | $91,225+300.9% | $134,532+171.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.54% | 160.78%-179.3pp | 114.12%-132.7pp | 418.27%-436.8pp |
| Employer contribution / active EE | $20,608 | $3,331+518.6% | $2,851+622.9% | $4,741+334.7% |
| Participant deferral / active EE | $14,747 | $4,718+212.5% | $4,233+248.3% | $6,401+130.4% |
| Admin fee / account holder | $3,004 | $6,234-51.8% | $5,422-44.6% | $11,429-73.7% |