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 | $296,932 | $190,879+55.6% | $160,009+85.6% | $134,532+120.7% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -18.44% | 552.63%-571.1pp | 408.85%-427.3pp | 418.27%-436.7pp |
| Employer contribution / active EE | $14,026 | $4,995+180.8% | $4,225+232.0% | $4,741+195.8% |
| Participant deferral / active EE | $9,144 | $6,924+32.1% | $6,183+47.9% | $6,401+42.9% |
| Admin fee / account holder | $13,911 | $10,495+32.5% | $8,715+59.6% | $11,429+21.7% |