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 | $253,441 | $82,674+206.6% | $125,363+102.2% | $68,495+270.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.66% | -5.97%-7.7pp | 572.15%-585.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $7,162 | $3,382+111.8% | $4,815+48.8% | $2,596+175.8% |
| Participant deferral / active EE | $12,622 | $6,111+106.5% | $7,447+69.5% | $4,028+213.4% |
| Admin fee / account holder | $1,210 | $6,276-80.7% | $10,005-87.9% | $5,403-77.6% |