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 | $402,024 | $138,114+191.1% | $125,391+220.6% | $134,545+198.8% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -16.21% | 750.88%-767.1pp | 572.41%-588.6pp | 418.37%-434.6pp |
| Employer contribution / active EE | $3,147 | $5,246-40.0% | $4,816-34.6% | $4,742-33.6% |
| Participant deferral / active EE | $14,191 | $7,801+81.9% | $7,448+90.5% | $6,401+121.7% |
| Admin fee / account holder | $110,832 | $11,570+857.9% | $10,009+1007.4% | $11,431+869.6% |