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 | $526,246 | $100,811+422.0% | $86,698+507.0% | $134,545+291.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.58% | 29.11%-44.7pp | 35.96%-51.5pp | 418.37%-434.0pp |
| Employer contribution / active EE | $17,315 | $3,490+396.1% | $2,837+510.4% | $4,742+265.2% |
| Participant deferral / active EE | $13,952 | $5,339+161.3% | $4,656+199.6% | $6,401+118.0% |
| Admin fee / account holder | $9,938 | $10,926-9.0% | $7,492+32.7% | $11,431-13.1% |