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 | $754,081 | $100,811+648.0% | $86,698+769.8% | $134,545+460.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.88% | 29.11%-46.0pp | 35.96%-52.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $4,100 | $3,490+17.5% | $2,837+44.5% | $4,742-13.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $43,246 | $10,926+295.8% | $7,492+477.2% | $11,431+278.3% |