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 | $945,915 | $75,832+1147.4% | $147,618+540.8% | $59,633+1486.2% |
| Participation rate | 98.1% | 71.6%+26.5pp | 84.6%+13.5pp | 68.7%+29.4pp |
| Annual return | -1.69% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $32,771 | $3,485+840.4% | $5,565+488.9% | $2,203+1387.8% |
| Participant deferral / active EE | $19,547 | $3,131+524.4% | $4,895+299.3% | $3,192+512.5% |
| Admin fee / account holder | $35,818 | $5,986+498.4% | $11,612+208.5% | $4,297+733.5% |