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 | $299,376 | $93,124+221.5% | $77,100+288.3% | $134,545+122.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.17% | 62.68%-76.8pp | 42.35%-56.5pp | 418.37%-432.5pp |
| Employer contribution / active EE | $3,839 | $3,421+12.2% | $2,815+36.4% | $4,742-19.0% |
| Participant deferral / active EE | $9,583 | $5,242+82.8% | $4,430+116.3% | $6,401+49.7% |
| Admin fee / account holder | $5,157 | $6,970-26.0% | $5,443-5.3% | $11,431-54.9% |