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 | $726,346 | $152,597+376.0% | $117,533+518.0% | $134,532+439.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -9.78% | 53.04%-62.8pp | 29.77%-39.6pp | 418.27%-428.0pp |
| Employer contribution / active EE | $46,328 | $5,576+730.8% | $4,179+1008.5% | $4,741+877.2% |
| Participant deferral / active EE | $20,500 | $4,821+325.2% | $4,072+403.4% | $6,401+220.3% |
| Admin fee / account holder | $3,742 | $7,007-46.6% | $5,647-33.7% | $11,429-67.3% |