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 | $441,671 | $142,361+210.2% | $119,608+269.3% | $134,509+228.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.07% | -12.46%-0.6pp | -14.98%+1.9pp | 418.13%-431.2pp |
| Employer contribution / active EE | $7,143 | $5,224+36.7% | $4,232+68.8% | $4,741+50.7% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9,293 | $13,588-31.6% | $10,326-10.0% | $11,427-18.7% |