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 | $260,593 | $54,355+379.4% | $82,744+214.9% | $68,486+280.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.87% | -13.67%-5.2pp | 702.22%-721.1pp | -7.85%-11.0pp |
| Employer contribution / active EE | $4,272 | $2,219+92.6% | $3,008+42.0% | $2,597+64.5% |
| Participant deferral / active EE | $8,350 | $3,246+157.2% | $4,395+90.0% | $4,028+107.3% |
| Admin fee / account holder | $3,416 | $4,397-22.3% | $5,325-35.8% | $5,404-36.8% |