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 | $488,617 | $92,219+429.8% | $76,766+536.5% | $135,382+260.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.48% | 5.46%-7.9pp | 2.43%-4.9pp | 519.77%-522.3pp |
| Employer contribution / active EE | $12,424 | $3,216+286.3% | $2,485+399.9% | $4,779+160.0% |
| Participant deferral / active EE | $20,954 | $4,508+364.8% | $3,851+444.0% | $5,609+273.6% |
| Admin fee / account holder | $55,750 | $10,749+418.7% | $6,675+735.2% | $10,829+414.8% |