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 | $1,011,666 | $73,863+1269.6% | $143,797+603.5% | $68,490+1377.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.99% | 0.91%-15.9pp | -0.04%-15.0pp | -7.85%-7.1pp |
| Employer contribution / active EE | $29,962 | $3,185+840.8% | $4,952+505.0% | $2,597+1053.9% |
| Participant deferral / active EE | $17,454 | $3,385+415.7% | $5,638+209.6% | $4,028+333.3% |
| Admin fee / account holder | $22,798 | $5,756+296.1% | $14,679+55.3% | $5,403+322.0% |