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 | $820,450 | $73,863+1010.8% | $143,797+470.6% | $68,490+1097.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.92% | 0.91%-16.8pp | -0.04%-15.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $29,468 | $3,185+825.3% | $4,952+495.0% | $2,597+1034.8% |
| Participant deferral / active EE | $17,131 | $3,385+406.1% | $5,638+203.8% | $4,028+325.3% |
| Admin fee / account holder | $79,207 | $5,756+1276.1% | $14,679+439.6% | $5,403+1366.0% |