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 | $345,478 | $54,355+535.6% | $82,744+317.5% | $68,486+404.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.68% | -13.67%0pp | 702.22%-715.9pp | -7.85%-5.8pp |
| Employer contribution / active EE | $19,725 | $2,219+789.1% | $3,008+555.8% | $2,597+659.6% |
| Participant deferral / active EE | $10,747 | $3,246+231.0% | $4,395+144.5% | $4,028+166.8% |
| Admin fee / account holder | $31,530 | $4,397+617.1% | $5,325+492.1% | $5,404+483.5% |