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 | $261,811 | $95,975+172.8% | $74,549+251.2% | $135,379+93.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.01% | 56.96%-65.0pp | 32.53%-40.5pp | 519.79%-527.8pp |
| Employer contribution / active EE | $1,263 | $2,716-53.5% | $1,961-35.6% | $4,779-73.6% |
| Participant deferral / active EE | $4,633 | $3,844+20.5% | $3,108+49.1% | $5,609-17.4% |
| Admin fee / account holder | $2,868 | $6,522-56.0% | $5,059-43.3% | $10,828-73.5% |