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 | $272,754 | $82,678+229.9% | $125,391+117.5% | $68,490+298.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.02% | -5.97%-12.0pp | 572.41%-590.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $6,482 | $3,382+91.6% | $4,816+34.6% | $2,597+149.6% |
| Participant deferral / active EE | $7,650 | $6,111+25.2% | $7,448+2.7% | $4,028+89.9% |
| Admin fee / account holder | $3,429 | $6,277-45.4% | $10,009-65.7% | $5,403-36.5% |