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 | $597,485 | $149,333+300.1% | $106,387+461.6% | $135,379+341.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -5.65% | 0.52%-6.2pp | 0.25%-5.9pp | 519.79%-525.4pp |
| Employer contribution / active EE | $12,500 | $4,984+150.8% | $3,520+255.1% | $4,779+161.6% |
| Participant deferral / active EE | $0 | $7,230-100.0% | $5,421-100.0% | $5,609-100.0% |
| Admin fee / account holder | $25,933 | $15,952+62.6% | $7,510+245.3% | $10,828+139.5% |