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 | $477,080 | $82,678+477.0% | $125,391+280.5% | $68,490+596.6% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.4%+13.3pp | 67.9%+27.8pp |
| Annual return | -14.40% | -5.97%-8.4pp | 572.41%-586.8pp | -7.85%-6.5pp |
| Employer contribution / active EE | $6,060 | $3,382+79.2% | $4,816+25.8% | $2,597+133.4% |
| Participant deferral / active EE | $8,215 | $6,111+34.4% | $7,448+10.3% | $4,028+103.9% |
| Admin fee / account holder | $126,869 | $6,277+1921.0% | $10,009+1167.6% | $5,403+2248.2% |