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 | $626,746 | $82,674+658.1% | $125,381+399.9% | $68,486+815.1% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -15.47% | -5.97%-9.5pp | 572.31%-587.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $16,665 | $3,382+392.8% | $4,815+246.1% | $2,597+541.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $26,841 | $6,277+327.6% | $10,007+168.2% | $5,404+396.7% |