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 | $361,542 | $93,117+288.3% | $77,096+369.0% | $134,532+168.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.91% | 62.67%-79.6pp | 42.35%-59.3pp | 418.27%-435.2pp |
| Employer contribution / active EE | $22,327 | $3,420+552.8% | $2,814+693.3% | $4,741+370.9% |
| Participant deferral / active EE | $3,511 | $5,241-33.0% | $4,429-20.7% | $6,401-45.1% |
| Admin fee / account holder | $6,609 | $6,948-4.9% | $5,428+21.7% | $11,429-42.2% |