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 | $257,542 | $134,001+92.2% | $112,258+129.4% | $134,509+91.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.78% | 47.15%-66.9pp | 27.47%-47.2pp | 418.13%-437.9pp |
| Employer contribution / active EE | $7,480 | $4,039+85.2% | $3,636+105.7% | $4,741+57.8% |
| Participant deferral / active EE | $16,344 | $5,291+208.9% | $4,728+245.6% | $6,400+155.4% |
| Admin fee / account holder | $2,560 | $7,491-65.8% | $6,411-60.1% | $11,427-77.6% |