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 | $260,548 | $82,674+215.2% | $125,363+107.8% | $68,495+280.4% |
| Participation rate | 97.0% | 75.0%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -14.98% | -5.97%-9.0pp | 572.15%-587.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $9,236 | $3,382+173.1% | $4,815+91.8% | $2,596+255.7% |
| Participant deferral / active EE | $16,440 | $6,111+169.0% | $7,447+120.8% | $4,028+308.2% |
| Admin fee / account holder | $16,468 | $6,276+162.4% | $10,005+64.6% | $5,403+204.8% |