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 | $328,312 | $93,124+252.6% | $77,100+325.8% | $134,545+144.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.93% | 62.68%-78.6pp | 42.35%-58.3pp | 418.37%-434.3pp |
| Employer contribution / active EE | $10,625 | $3,421+210.5% | $2,815+277.4% | $4,742+124.1% |
| Participant deferral / active EE | $13,877 | $5,242+164.7% | $4,430+213.3% | $6,401+116.8% |
| Admin fee / account holder | $2,189 | $6,970-68.6% | $5,443-59.8% | $11,431-80.8% |