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 | $282,403 | $104,116+171.2% | $71,089+297.3% | $135,380+108.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -2.12% | 1256.51%-1258.6pp | 650.65%-652.8pp | 519.81%-521.9pp |
| Employer contribution / active EE | $14,213 | $1,485+857.1% | $1,088+1206.7% | $4,779+197.4% |
| Participant deferral / active EE | $10,000 | $2,524+296.2% | $1,873+434.0% | $5,609+78.3% |
| Admin fee / account holder | $2,748 | $4,142-33.7% | $3,082-10.8% | $10,828-74.6% |