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 | $253,346 | $93,117+172.1% | $77,096+228.6% | $134,532+88.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -1.28% | 62.67%-64.0pp | 42.35%-43.6pp | 418.27%-419.6pp |
| Employer contribution / active EE | $5,649 | $3,420+65.2% | $2,814+100.7% | $4,741+19.2% |
| Participant deferral / active EE | $20,000 | $5,241+281.6% | $4,429+351.6% | $6,401+212.5% |
| Admin fee / account holder | $137,053 | $6,948+1872.6% | $5,428+2424.7% | $11,429+1099.2% |