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 | $706,650 | $82,678+754.7% | $125,391+463.6% | $68,490+931.8% |
| Participation rate | 86.0% | 75.1%+11.0pp | 82.4%+3.7pp | 67.9%+18.1pp |
| Annual return | -18.25% | -5.97%-12.3pp | 572.41%-590.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $14,726 | $3,382+335.4% | $4,816+205.8% | $2,597+467.1% |
| Participant deferral / active EE | $15,687 | $6,111+156.7% | $7,448+110.6% | $4,028+289.5% |
| Admin fee / account holder | $34,444 | $6,277+448.7% | $10,009+244.1% | $5,403+537.5% |