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 | $319,929 | $75,962+321.2% | $154,111+107.6% | $64,173+398.5% |
| Participation rate | 97.8% | 70.4%+27.4pp | 83.0%+14.8pp | 69.6%+28.3pp |
| Annual return | -5.74% | 30.32%-36.1pp | 735.18%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $28,873 | $3,350+761.9% | $5,298+445.0% | $2,381+1112.7% |
| Participant deferral / active EE | $20,863 | $3,175+557.2% | $5,081+310.6% | $3,470+501.3% |
| Admin fee / account holder | $42,247 | $5,589+655.9% | $13,411+215.0% | $4,887+764.4% |