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 | $282,958 | $100,811+180.7% | $86,698+226.4% | $134,545+110.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.36% | 29.11%-44.5pp | 35.96%-51.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $11,949 | $3,490+242.4% | $2,837+321.2% | $4,742+152.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $26,997 | $10,926+147.1% | $7,492+260.3% | $11,431+136.2% |