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 | $286,643 | $81,870+250.1% | $119,634+139.6% | $68,490+318.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -1.33% | -23.82%+22.5pp | -14.98%+13.7pp | -7.85%+6.5pp |
| Employer contribution / active EE | $19,796 | $2,692+635.4% | $4,232+367.7% | $2,597+662.3% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $23,448 | $6,583+256.2% | $10,329+127.0% | $5,403+334.0% |