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 | $1,630,266 | $167,353+874.1% | $143,797+1033.7% | $134,545+1111.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.28% | 0.48%-15.8pp | -0.04%-15.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $29,868 | $5,620+431.4% | $4,952+503.1% | $4,742+529.9% |
| Participant deferral / active EE | $15,833 | $6,447+145.6% | $5,638+180.8% | $6,401+147.3% |
| Admin fee / account holder | $301,353 | $18,096+1565.3% | $14,679+1952.9% | $11,431+2536.4% |