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 | $485,736 | $129,960+273.8% | $104,299+365.7% | $134,545+261.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.44% | 42.06%-61.5pp | 24.62%-44.1pp | 418.37%-437.8pp |
| Employer contribution / active EE | $17,853 | $4,186+326.5% | $3,373+429.3% | $4,742+276.5% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,638 | $9,324-50.3% | $7,339-36.8% | $11,431-59.4% |