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 | $317,058 | $82,674+283.5% | $125,363+152.9% | $68,495+362.9% |
| Participation rate | 86.2% | 75.0%+11.1pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | -18.40% | -5.97%-12.4pp | 572.15%-590.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $8,632 | $3,382+155.2% | $4,815+79.3% | $2,596+232.4% |
| Participant deferral / active EE | $11,689 | $6,111+91.3% | $7,447+57.0% | $4,028+190.2% |
| Admin fee / account holder | $4,952 | $6,276-21.1% | $10,005-50.5% | $5,403-8.3% |