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 | $323,282 | $77,817+315.4% | $123,553+161.7% | $64,173+403.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.73% | 12.49%-19.2pp | 119.21%-125.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $16,423 | $3,014+444.9% | $4,628+254.9% | $2,381+589.8% |
| Participant deferral / active EE | $12,948 | $5,240+147.1% | $6,426+101.5% | $3,470+273.2% |
| Admin fee / account holder | $16,129 | $5,519+192.2% | $9,284+73.7% | $4,887+230.0% |