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 | $397,377 | $129,959+205.8% | $104,301+281.0% | $134,509+195.4% |
| Participation rate | 88.9% | 79.5%+9.4pp | 73.3%+15.6pp | 81.2%+7.7pp |
| Annual return | -11.77% | 42.04%-53.8pp | 24.61%-36.4pp | 418.13%-429.9pp |
| Employer contribution / active EE | $9,963 | $4,185+138.0% | $3,373+195.4% | $4,741+110.2% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,611 | $9,325-61.3% | $7,340-50.8% | $11,427-68.4% |