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 | $603,481 | $82,324+633.1% | $68,803+777.1% | $134,545+348.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.04% | -2.17%-16.9pp | -6.37%-12.7pp | 418.37%-437.4pp |
| Employer contribution / active EE | $16,807 | $3,302+409.1% | $2,656+532.8% | $4,742+254.5% |
| Participant deferral / active EE | $10,092 | $4,740+112.9% | $3,942+156.0% | $6,401+57.7% |
| Admin fee / account holder | $903 | $6,485-86.1% | $4,936-81.7% | $11,431-92.1% |