Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $269,443 | $105,867+154.5% | $90,760+196.9% | $134,532+100.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.90% | -10.99%-3.9pp | -12.16%-2.7pp | 418.27%-433.2pp |
| Employer contribution / active EE | $14,291 | $3,464+312.6% | $2,922+389.1% | $4,741+201.4% |
| Participant deferral / active EE | $19,286 | $5,217+269.7% | $4,565+322.5% | $6,401+201.3% |
| Admin fee / account holder | $15,699 | $13,936+12.7% | $8,444+85.9% | $11,429+37.4% |