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 | $880,050 | $106,115+729.3% | $85,969+923.7% | $125,389+601.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -2.20% | 13.93%-16.1pp | 9.32%-11.5pp | 282.24%-284.4pp |
| Employer contribution / active EE | $16,237 | $4,537+257.9% | $3,474+367.3% | $4,866+233.7% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $45,101 | $8,144+453.8% | $6,053+645.1% | $9,541+372.7% |