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 | $254,589 | $78,694+223.5% | $67,652+276.3% | $125,389+103.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.31% | 9.46%-9.8pp | 6625.40%-6625.7pp | 282.24%-282.6pp |
| Employer contribution / active EE | $25,420 | $3,044+735.1% | $2,266+1022.0% | $4,866+422.4% |
| Participant deferral / active EE | $13,107 | $4,292+205.4% | $3,560+268.2% | $5,352+144.9% |
| Admin fee / account holder | $963 | $7,403-87.0% | $4,821-80.0% | $9,541-89.9% |