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 | $412,877 | $100,811+309.6% | $86,698+376.2% | $134,545+206.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.30% | 29.11%-47.4pp | 35.96%-54.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $2,618 | $3,490-25.0% | $2,837-7.7% | $4,742-44.8% |
| Participant deferral / active EE | $7,881 | $5,339+47.6% | $4,656+69.2% | $6,401+23.1% |
| Admin fee / account holder | $730 | $10,926-93.3% | $7,492-90.3% | $11,431-93.6% |