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 | $272,409 | $75,832+259.2% | $147,617+84.5% | $59,633+356.8% |
| Participation rate | 98.3% | 71.6%+26.7pp | 84.6%+13.7pp | 68.7%+29.6pp |
| Annual return | -1.78% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $7,401 | $3,485+112.4% | $5,564+33.0% | $2,203+236.0% |
| Participant deferral / active EE | $9,329 | $3,131+198.0% | $4,895+90.6% | $3,192+192.3% |
| Admin fee / account holder | $3,877 | $5,986-35.2% | $11,612-66.6% | $4,297-9.8% |