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 | $2,211,288 | $167,362+1221.3% | $143,799+1437.8% | $134,532+1543.7% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -9.81% | 0.47%-10.3pp | -0.04%-9.8pp | 418.27%-428.1pp |
| Employer contribution / active EE | $17,183 | $5,620+205.7% | $4,952+247.0% | $4,741+262.4% |
| Participant deferral / active EE | $15,333 | $6,447+137.8% | $5,638+171.9% | $6,401+139.5% |
| Admin fee / account holder | $4,967 | $18,094-72.5% | $14,677-66.2% | $11,429-56.5% |