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 | $254,404 | $138,076+84.2% | $123,553+105.9% | $135,380+87.9% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -4.72% | 153.70%-158.4pp | 119.21%-123.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $11,657 | $5,152+126.3% | $4,628+151.9% | $4,779+143.9% |
| Participant deferral / active EE | $9,667 | $6,800+42.2% | $6,426+50.4% | $5,609+72.4% |
| Admin fee / account holder | $24,073 | $10,917+120.5% | $9,284+159.3% | $10,828+122.3% |