Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $372,875 | $133,998+178.3% | $112,263+232.1% | $134,545+177.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.44% | 47.17%-60.6pp | 27.49%-40.9pp | 418.37%-431.8pp |
| Employer contribution / active EE | $27,140 | $4,040+571.7% | $3,636+646.4% | $4,742+472.4% |
| Participant deferral / active EE | $12,345 | $5,292+133.3% | $4,729+161.0% | $6,401+92.9% |
| Admin fee / account holder | $7,315 | $7,493-2.4% | $6,410+14.1% | $11,431-36.0% |