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 | $319,731 | $82,288+288.6% | $68,790+364.8% | $134,493+137.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.66% | -2.19%-15.5pp | -6.38%-11.3pp | 418.01%-435.7pp |
| Employer contribution / active EE | $3,385 | $3,301+2.6% | $2,655+27.5% | $4,740-28.6% |
| Participant deferral / active EE | $12,898 | $4,738+172.2% | $3,941+227.3% | $6,400+101.5% |
| Admin fee / account holder | $4,436 | $6,482-31.6% | $4,934-10.1% | $11,425-61.2% |