Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $345,110 | $158,827+117.3% | $121,208+184.7% | $135,382+154.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -0.88% | -0.64%-0.2pp | 16.93%-17.8pp | 519.77%-520.6pp |
| Employer contribution / active EE | $22,200 | $5,666+291.8% | $4,023+451.9% | $4,779+364.6% |
| Participant deferral / active EE | $21,600 | $4,006+439.2% | $3,345+545.7% | $5,609+285.1% |
| Admin fee / account holder | $39,641 | $6,514+508.6% | $5,020+689.6% | $10,829+266.1% |