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 | $286,849 | $84,628+239.0% | $61,501+366.4% | $134,545+113.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.20% | 585.61%-599.8pp | 339.04%-353.2pp | 418.37%-432.6pp |
| Employer contribution / active EE | $3,118 | $1,545+101.8% | $1,160+168.9% | $4,742-34.2% |
| Participant deferral / active EE | $6,782 | $2,819+140.6% | $2,125+219.2% | $6,401+5.9% |
| Admin fee / account holder | $24,601 | $2,587+850.8% | $2,132+1054.1% | $11,431+115.2% |