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 | $281,497 | $93,124+202.3% | $77,100+265.1% | $134,545+109.2% |
| Participation rate | 95.7% | 74.5%+21.2pp | 67.9%+27.7pp | 81.2%+14.4pp |
| Annual return | -17.13% | 62.68%-79.8pp | 42.35%-59.5pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,201 | $3,421-64.9% | $2,815-57.3% | $4,742-74.7% |
| Participant deferral / active EE | $10,215 | $5,242+94.9% | $4,430+130.6% | $6,401+59.6% |
| Admin fee / account holder | $5,180 | $6,970-25.7% | $5,443-4.8% | $11,431-54.7% |