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 | $413,692 | $142,392+190.5% | $119,622+245.8% | $134,532+207.5% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.3%+15.2pp | 81.2%+13.2pp |
| Annual return | -19.71% | -12.46%-7.2pp | -14.98%-4.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $11,378 | $5,224+117.8% | $4,232+168.8% | $4,741+140.0% |
| Participant deferral / active EE | $10,784 | $6,467+66.8% | $5,601+92.6% | $6,401+68.5% |
| Admin fee / account holder | $5,922 | $13,593-56.4% | $10,328-42.7% | $11,429-48.2% |