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 | $682,487 | $127,096+437.0% | $105,736+545.5% | $135,380+404.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.35% | 4.49%-11.8pp | 6.27%-13.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $10,177 | $4,107+147.8% | $3,268+211.4% | $4,779+113.0% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,326 | $9,087+2.6% | $6,913+34.9% | $10,828-13.9% |