Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,589,297 | $152,591+941.5% | $117,529+1252.3% | $134,545+1081.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.72% | 53.04%-69.8pp | 29.77%-46.5pp | 418.37%-435.1pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $20,000 | $4,821+314.9% | $4,072+391.1% | $6,401+212.4% |
| Admin fee / account holder | $3,059 | $7,004-56.3% | $5,645-45.8% | $11,431-73.2% |