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 | $658,949 | $92,219+614.5% | $76,767+758.4% | $135,380+386.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.69% | 5.46%-10.2pp | 2.43%-7.1pp | 519.81%-524.5pp |
| Employer contribution / active EE | $18,227 | $3,216+466.8% | $2,485+633.4% | $4,779+281.4% |
| Participant deferral / active EE | $10,560 | $4,508+134.2% | $3,852+174.2% | $5,609+88.3% |
| Admin fee / account holder | $6,167 | $10,749-42.6% | $6,675-7.6% | $10,828-43.0% |