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 | $340,039 | $88,603+283.8% | $69,890+386.5% | $134,545+152.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -11.14% | 442.93%-454.1pp | 190.84%-202.0pp | 418.37%-429.5pp |
| Employer contribution / active EE | $913 | $3,236-71.8% | $2,560-64.3% | $4,742-80.7% |
| Participant deferral / active EE | $7,807 | $4,771+63.6% | $3,848+102.9% | $6,401+22.0% |
| Admin fee / account holder | $1,930 | $10,443-81.5% | $6,267-69.2% | $11,431-83.1% |