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 | $1,118,103 | $167,352+568.1% | $143,788+677.6% | $134,509+731.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.06% | 0.47%-15.5pp | -0.03%-15.0pp | 418.13%-433.2pp |
| Employer contribution / active EE | $2,053 | $5,620-63.5% | $4,952-58.5% | $4,741-56.7% |
| Participant deferral / active EE | $13,934 | $6,447+116.1% | $5,638+147.1% | $6,400+117.7% |
| Admin fee / account holder | $681 | $18,091-96.2% | $14,675-95.4% | $11,427-94.0% |