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 | $262,924 | $138,076+90.4% | $123,553+112.8% | $135,380+94.2% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -4.64% | 153.70%-158.3pp | 119.21%-123.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $4,966 | $5,152-3.6% | $4,628+7.3% | $4,779+3.9% |
| Participant deferral / active EE | $8,855 | $6,800+30.2% | $6,426+37.8% | $5,609+57.9% |
| Admin fee / account holder | $1,030 | $10,917-90.6% | $9,284-88.9% | $10,828-90.5% |