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 | $285,255 | $167,353+70.5% | $143,797+98.4% | $134,545+112.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.97% | 0.48%-13.5pp | -0.04%-12.9pp | 418.37%-431.3pp |
| Employer contribution / active EE | $2,500 | $5,620-55.5% | $4,952-49.5% | $4,742-47.3% |
| Participant deferral / active EE | $9,808 | $6,447+52.1% | $5,638+73.9% | $6,401+53.2% |
| Admin fee / account holder | $9,812 | $18,096-45.8% | $14,679-33.2% | $11,431-14.2% |