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 | $497,998 | $90,467+450.5% | $93,759+431.1% | $134,509+270.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -8.07% | -15.72%+7.7pp | -11.33%+3.3pp | 418.13%-426.2pp |
| Employer contribution / active EE | $21,768 | $4,345+400.9% | $4,324+403.4% | $4,741+359.2% |
| Participant deferral / active EE | $14,709 | $5,980+146.0% | $6,096+141.3% | $6,400+129.8% |
| Admin fee / account holder | $5,014 | $9,258-45.8% | $7,197-30.3% | $11,427-56.1% |