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 | $768,324 | $107,809+612.7% | $90,657+747.5% | $135,380+467.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -1.59% | -0.90%-0.7pp | 1.89%-3.5pp | 519.81%-521.4pp |
| Employer contribution / active EE | $7,228 | $3,018+139.5% | $2,532+185.5% | $4,779+51.2% |
| Participant deferral / active EE | $3,000 | $3,872-22.5% | $3,424-12.4% | $5,609-46.5% |
| Admin fee / account holder | $44,862 | $5,931+656.4% | $4,994+798.2% | $10,828+314.3% |