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 | $355,599 | $82,674+330.1% | $125,363+183.7% | $68,495+419.2% |
| Participation rate | 78.1% | 75.0%+3.1pp | 82.4%-4.3pp | 67.9%+10.2pp |
| Annual return | -16.99% | -5.97%-11.0pp | 572.15%-589.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $15,745 | $6,111+157.7% | $7,447+111.4% | $4,028+290.9% |
| Admin fee / account holder | $1,549 | $6,276-75.3% | $10,005-84.5% | $5,403-71.3% |