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 | $332,608 | $54,355+511.9% | $82,744+302.0% | $68,486+385.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.33% | -13.67%-0.7pp | 702.22%-716.5pp | -7.85%-6.5pp |
| Employer contribution / active EE | $15,802 | $2,219+612.3% | $3,008+425.3% | $2,597+508.6% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $43,824 | $4,397+896.8% | $5,325+723.0% | $5,404+711.0% |