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 | $360,610 | $167,362+115.5% | $143,799+150.8% | $134,532+168.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.37% | 0.47%-13.8pp | -0.04%-13.3pp | 418.27%-431.6pp |
| Employer contribution / active EE | $10,425 | $5,620+85.5% | $4,952+110.5% | $4,741+119.9% |
| Participant deferral / active EE | $5,086 | $6,447-21.1% | $5,638-9.8% | $6,401-20.5% |
| Admin fee / account holder | $238,944 | $18,094+1220.6% | $14,677+1528.0% | $11,429+1990.8% |