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 | $386,470 | $67,214+475.0% | $61,491+528.5% | $134,545+187.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.00% | -12.08%-4.9pp | -12.98%-4.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $29,052 | $4,974+484.1% | $4,246+584.2% | $4,742+512.7% |
| Participant deferral / active EE | $25,200 | $6,103+312.9% | $5,188+385.7% | $6,401+293.7% |
| Admin fee / account holder | $2,040 | $4,610-55.8% | $4,312-52.7% | $11,431-82.2% |