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 | $315,967 | $167,323+88.8% | $143,770+119.8% | $134,493+134.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.14% | 0.47%-15.6pp | -0.04%-15.1pp | 418.01%-433.2pp |
| Employer contribution / active EE | $3,799 | $5,619-32.4% | $4,951-23.3% | $4,740-19.8% |
| Participant deferral / active EE | $12,841 | $6,446+99.2% | $5,638+127.8% | $6,400+100.6% |
| Admin fee / account holder | $575 | $18,088-96.8% | $14,673-96.1% | $11,425-95.0% |