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 | $339,670 | $138,102+146.0% | $125,381+170.9% | $134,532+152.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.51% | 750.73%-766.2pp | 572.31%-587.8pp | 418.27%-433.8pp |
| Employer contribution / active EE | $3,250 | $5,245-38.0% | $4,815-32.5% | $4,741-31.4% |
| Participant deferral / active EE | $11,846 | $7,801+51.9% | $7,448+59.1% | $6,401+85.1% |
| Admin fee / account holder | $636 | $11,568-94.5% | $10,007-93.6% | $11,429-94.4% |