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 | $556,017 | $133,981+315.0% | $112,249+395.3% | $134,532+313.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.63% | 47.16%-63.8pp | 27.48%-44.1pp | 418.27%-434.9pp |
| Employer contribution / active EE | $6,851 | $4,040+69.6% | $3,636+88.4% | $4,741+44.5% |
| Participant deferral / active EE | $21,825 | $5,292+312.4% | $4,729+361.5% | $6,401+241.0% |
| Admin fee / account holder | $12,950 | $7,492+72.9% | $6,412+101.9% | $11,429+13.3% |