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 | $269,809 | $82,674+226.4% | $125,381+115.2% | $68,486+294.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.56% | -5.97%-7.6pp | 572.31%-585.9pp | -7.85%-5.7pp |
| Employer contribution / active EE | $8,300 | $3,382+145.4% | $4,815+72.4% | $2,597+219.6% |
| Participant deferral / active EE | $9,986 | $6,111+63.4% | $7,448+34.1% | $4,028+147.9% |
| Admin fee / account holder | $34,160 | $6,277+444.2% | $10,007+241.4% | $5,404+532.2% |