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 | $331,625 | $82,674+301.1% | $125,381+164.5% | $68,486+384.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.90% | -5.97%-10.9pp | 572.31%-589.2pp | -7.85%-9.0pp |
| Employer contribution / active EE | $9,373 | $3,382+177.2% | $4,815+94.6% | $2,597+261.0% |
| Participant deferral / active EE | $8,370 | $6,111+37.0% | $7,448+12.4% | $4,028+107.8% |
| Admin fee / account holder | $5,094 | $6,277-18.9% | $10,007-49.1% | $5,404-5.7% |