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 | $252,976 | $99,644+153.9% | $86,438+192.7% | $134,532+88.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.58% | 6787.26%-6788.8pp | 4397.19%-4398.8pp | 418.27%-419.9pp |
| Employer contribution / active EE | $5,688 | $4,402+29.2% | $3,769+50.9% | $4,741+20.0% |
| Participant deferral / active EE | $9,425 | $7,247+30.0% | $6,952+35.6% | $6,401+47.2% |
| Admin fee / account holder | $7,090 | $8,375-15.3% | $6,733+5.3% | $11,429-38.0% |