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 | $367,879 | $127,096+189.5% | $105,736+247.9% | $135,380+171.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -4.73% | 4.49%-9.2pp | 6.27%-11.0pp | 519.81%-524.5pp |
| Employer contribution / active EE | $19,838 | $4,107+383.1% | $3,268+507.0% | $4,779+315.1% |
| Participant deferral / active EE | $10,013 | $5,064+97.7% | $4,080+145.4% | $5,609+78.5% |
| Admin fee / account holder | $14,029 | $9,087+54.4% | $6,913+102.9% | $10,828+29.6% |