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 | $257,872 | $100,811+155.8% | $86,698+197.4% | $134,545+91.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.97% | 29.11%-45.1pp | 35.96%-51.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $2,591 | $3,490-25.8% | $2,837-8.7% | $4,742-45.4% |
| Participant deferral / active EE | $10,173 | $5,339+90.5% | $4,656+118.5% | $6,401+58.9% |
| Admin fee / account holder | $860 | $10,926-92.1% | $7,492-88.5% | $11,431-92.5% |