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 | $474,459 | $167,353+183.5% | $143,797+229.9% | $134,545+252.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.46% | 0.48%-16.9pp | -0.04%-16.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $15,506 | $5,620+175.9% | $4,952+213.1% | $4,742+227.0% |
| Participant deferral / active EE | $11,366 | $6,447+76.3% | $5,638+101.6% | $6,401+77.6% |
| Admin fee / account holder | $3,873 | $18,096-78.6% | $14,679-73.6% | $11,431-66.1% |