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 | $407,487 | $104,106+291.4% | $71,086+473.2% | $135,379+201.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -7.16% | 1256.30%-1263.5pp | 650.59%-657.7pp | 519.79%-526.9pp |
| Employer contribution / active EE | $9,684 | $1,485+552.2% | $1,088+790.3% | $4,779+102.6% |
| Participant deferral / active EE | $7,346 | $2,527+190.7% | $1,874+291.9% | $5,609+31.0% |
| Admin fee / account holder | $32,849 | $4,142+693.1% | $3,082+965.7% | $10,828+203.4% |