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 | $307,320 | $129,960+136.5% | $104,299+194.7% | $134,545+128.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -8.75% | 42.06%-50.8pp | 24.62%-33.4pp | 418.37%-427.1pp |
| Employer contribution / active EE | $3,639 | $4,186-13.1% | $3,373+7.9% | $4,742-23.3% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,241 | $9,324-43.8% | $7,339-28.6% | $11,431-54.1% |