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 | $1,156,862 | $167,362+591.2% | $143,799+704.5% | $134,532+759.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.81% | 0.47%-16.3pp | -0.04%-15.8pp | 418.27%-434.1pp |
| Employer contribution / active EE | $34,914 | $5,620+521.2% | $4,952+605.0% | $4,741+636.4% |
| Participant deferral / active EE | $21,798 | $6,447+238.1% | $5,638+286.6% | $6,401+240.5% |
| Admin fee / account holder | $9,435 | $18,094-47.9% | $14,677-35.7% | $11,429-17.4% |