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 | $633,324 | $138,078+358.7% | $125,363+405.2% | $134,509+370.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.27% | 750.49%-766.8pp | 572.15%-588.4pp | 418.13%-434.4pp |
| Employer contribution / active EE | $9,914 | $5,245+89.0% | $4,815+105.9% | $4,741+109.1% |
| Participant deferral / active EE | $13,634 | $7,800+74.8% | $7,447+83.1% | $6,400+113.0% |
| Admin fee / account holder | $1,460 | $11,566-87.4% | $10,005-85.4% | $11,427-87.2% |