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 | $385,662 | $82,674+366.5% | $125,358+207.6% | $68,498+463.0% |
| Participation rate | 97.5% | 75.0%+22.5pp | 82.4%+15.2pp | 67.9%+29.6pp |
| Annual return | -15.84% | -5.97%-9.9pp | 572.03%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $13,102 | $3,381+287.5% | $4,814+172.2% | $2,596+404.6% |
| Participant deferral / active EE | $10,628 | $6,111+73.9% | $7,447+42.7% | $4,027+163.9% |
| Admin fee / account holder | $20,754 | $6,276+230.7% | $10,007+107.4% | $5,403+284.1% |