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 | $353,559 | $82,674+327.7% | $125,363+182.0% | $68,495+416.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.42% | -5.97%-8.5pp | 572.15%-586.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $8,041 | $3,382+137.8% | $4,815+67.0% | $2,596+209.7% |
| Participant deferral / active EE | $13,043 | $6,111+113.4% | $7,447+75.1% | $4,028+223.9% |
| Admin fee / account holder | $5,383 | $6,276-14.2% | $10,005-46.2% | $5,403-0.4% |