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 | $626,194 | $82,288+661.0% | $68,794+810.3% | $134,509+365.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.44% | -2.19%-18.3pp | -6.37%-14.1pp | 418.13%-438.6pp |
| Employer contribution / active EE | $32,392 | $3,301+881.4% | $2,656+1119.8% | $4,741+583.3% |
| Participant deferral / active EE | $23,750 | $4,738+401.2% | $3,941+502.6% | $6,400+271.1% |
| Admin fee / account holder | $11,018 | $6,482+70.0% | $4,934+123.3% | $11,427-3.6% |