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 | $319,778 | $93,117+243.4% | $77,096+314.8% | $134,532+137.7% |
| Participation rate | 95.7% | 74.5%+21.2pp | 67.9%+27.7pp | 81.2%+14.4pp |
| Annual return | -18.50% | 62.67%-81.2pp | 42.35%-60.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $6,116 | $3,420+78.8% | $2,814+117.3% | $4,741+29.0% |
| Participant deferral / active EE | $6,686 | $5,241+27.6% | $4,429+51.0% | $6,401+4.5% |
| Admin fee / account holder | $10,848 | $6,948+56.1% | $5,428+99.8% | $11,429-5.1% |