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 | $521,262 | $73,848+605.9% | $143,799+262.5% | $68,486+661.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.80% | 0.91%-18.7pp | -0.04%-17.8pp | -7.85%-9.9pp |
| Employer contribution / active EE | $12,500 | $3,184+292.5% | $4,952+152.4% | $2,597+381.4% |
| Participant deferral / active EE | $9,756 | $3,385+188.3% | $5,638+73.0% | $4,028+142.2% |
| Admin fee / account holder | $15,917 | $5,755+176.6% | $14,677+8.4% | $5,404+194.6% |