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 | $312,547 | $106,551+193.3% | $91,225+242.6% | $134,532+132.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -9.50% | 160.78%-170.3pp | 114.12%-123.6pp | 418.27%-427.8pp |
| Employer contribution / active EE | $11,427 | $3,331+243.0% | $2,851+300.8% | $4,741+141.0% |
| Participant deferral / active EE | $18,200 | $4,718+285.7% | $4,233+329.9% | $6,401+184.3% |
| Admin fee / account holder | $6,000 | $6,234-3.8% | $5,422+10.7% | $11,429-47.5% |