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 | $711,315 | $133,983+430.9% | $112,244+533.7% | $134,493+428.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.09% | 47.13%-62.2pp | 27.46%-42.6pp | 418.01%-433.1pp |
| Employer contribution / active EE | $2,249 | $4,039-44.3% | $3,635-38.1% | $4,740-52.6% |
| Participant deferral / active EE | $14,635 | $5,291+176.6% | $4,728+209.5% | $6,400+128.7% |
| Admin fee / account holder | $7,019 | $7,490-6.3% | $6,411+9.5% | $11,425-38.6% |