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 | $574,547 | $99,644+476.6% | $86,438+564.7% | $134,532+327.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.07% | 6787.26%-6801.3pp | 4397.19%-4411.3pp | 418.27%-432.3pp |
| Employer contribution / active EE | $8,421 | $4,402+91.3% | $3,769+123.4% | $4,741+77.6% |
| Participant deferral / active EE | $6,788 | $7,247-6.3% | $6,952-2.4% | $6,401+6.1% |
| Admin fee / account holder | $197,795 | $8,375+2261.9% | $6,733+2837.7% | $11,429+1630.7% |