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 | $388,343 | $133,981+189.8% | $112,249+246.0% | $134,532+188.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.21% | 47.16%-61.4pp | 27.48%-41.7pp | 418.27%-432.5pp |
| Employer contribution / active EE | $6,843 | $4,040+69.4% | $3,636+88.2% | $4,741+44.3% |
| Participant deferral / active EE | $6,375 | $5,292+20.5% | $4,729+34.8% | $6,401-0.4% |
| Admin fee / account holder | $1,195 | $7,492-84.0% | $6,412-81.4% | $11,429-89.5% |