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 | $299,083 | $81,870+265.3% | $119,608+150.1% | $68,495+336.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.02% | -23.82%+11.8pp | -14.98%+3.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $7,407 | $2,692+175.2% | $4,232+75.0% | $2,596+185.3% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,706 | $6,583+62.6% | $10,326+3.7% | $5,403+98.1% |