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 | $441,549 | $167,522+163.6% | $151,639+191.2% | $134,532+228.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.01% | 7.81%-25.8pp | 3.34%-21.3pp | 418.27%-436.3pp |
| Employer contribution / active EE | $22,816 | $6,828+234.2% | $6,165+270.1% | $4,741+381.2% |
| Participant deferral / active EE | $15,500 | $8,986+72.5% | $8,363+85.3% | $6,401+142.2% |
| Admin fee / account holder | $394 | $13,780-97.1% | $11,613-96.6% | $11,429-96.5% |