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 | $303,895 | $72,177+321.0% | $115,038+164.2% | $59,633+409.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.81% | 12.02%-12.8pp | 26.14%-27.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $5,381 | $2,841+89.4% | $4,608+16.8% | $2,203+144.3% |
| Participant deferral / active EE | $7,006 | $4,783+46.5% | $6,026+16.3% | $3,192+119.5% |
| Admin fee / account holder | $16,368 | $4,927+232.2% | $8,175+100.2% | $4,297+280.9% |