Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $284,144 | $190,916+48.8% | $160,037+77.5% | $134,545+111.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -16.14% | 552.79%-568.9pp | 408.95%-425.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $2,060 | $4,996-58.8% | $4,226-51.3% | $4,742-56.6% |
| Participant deferral / active EE | $2,697 | $6,925-61.1% | $6,184-56.4% | $6,401-57.9% |
| Admin fee / account holder | $3,635 | $10,497-65.4% | $8,716-58.3% | $11,431-68.2% |