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 | $255,963 | $81,870+212.6% | $119,608+114.0% | $68,495+273.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.17% | -23.82%+7.7pp | -14.98%-1.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $13,972 | $2,692+419.1% | $4,232+230.1% | $2,596+438.1% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,941 | $6,583-55.3% | $10,326-71.5% | $5,403-45.6% |