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 | $292,175 | $82,674+253.4% | $125,381+133.0% | $68,486+326.6% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -13.08% | -5.97%-7.1pp | 572.31%-585.4pp | -7.85%-5.2pp |
| Employer contribution / active EE | $8,333 | $3,382+146.4% | $4,815+73.1% | $2,597+220.9% |
| Participant deferral / active EE | $13,287 | $6,111+117.4% | $7,448+78.4% | $4,028+229.9% |
| Admin fee / account holder | $89,748 | $6,277+1329.8% | $10,007+796.8% | $5,404+1560.8% |