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 | $426,982 | $75,962+462.1% | $154,108+177.1% | $64,173+565.4% |
| Participation rate | 95.6% | 70.4%+25.1pp | 83.0%+12.5pp | 69.6%+26.0pp |
| Annual return | -4.89% | 30.32%-35.2pp | 735.21%-740.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $17,802 | $3,350+431.4% | $5,298+236.0% | $2,381+647.7% |
| Participant deferral / active EE | $5,646 | $3,175+77.8% | $5,081+11.1% | $3,470+62.7% |
| Admin fee / account holder | $48,596 | $5,589+769.5% | $13,411+262.4% | $4,887+894.3% |