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 | $287,754 | $75,962+278.8% | $154,108+86.7% | $64,173+348.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.45% | 30.32%-34.8pp | 735.21%-739.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $8,665 | $3,350+158.7% | $5,298+63.6% | $2,381+263.9% |
| Participant deferral / active EE | $5,985 | $3,175+88.5% | $5,081+17.8% | $3,470+72.5% |
| Admin fee / account holder | $1,340 | $5,589-76.0% | $13,411-90.0% | $4,887-72.6% |