Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $257,458 | $95,975+168.3% | $74,549+245.4% | $135,379+90.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.72% | 56.96%-62.7pp | 32.53%-38.3pp | 519.79%-525.5pp |
| Employer contribution / active EE | $26,256 | $2,716+866.7% | $1,961+1238.9% | $4,779+449.4% |
| Participant deferral / active EE | $16,705 | $3,844+334.6% | $3,108+437.5% | $5,609+197.8% |
| Admin fee / account holder | $2,670 | $6,522-59.1% | $5,059-47.2% | $10,828-75.3% |