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 | $255,564 | $85,790+197.9% | $67,313+279.7% | $135,380+88.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.35% | -0.54%-2.8pp | -4.08%+0.7pp | 519.81%-523.2pp |
| Employer contribution / active EE | $20,128 | $3,487+477.2% | $2,566+684.5% | $4,779+321.2% |
| Participant deferral / active EE | $9,101 | $4,651+95.7% | $3,568+155.1% | $5,609+62.3% |
| Admin fee / account holder | $262,011 | $6,392+3998.8% | $4,507+5713.8% | $10,828+2319.7% |