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 | $258,338 | $133,998+92.8% | $112,263+130.1% | $134,545+92.0% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -13.89% | 47.17%-61.1pp | 27.49%-41.4pp | 418.37%-432.3pp |
| Employer contribution / active EE | $9,226 | $4,040+128.4% | $3,636+153.7% | $4,742+94.6% |
| Participant deferral / active EE | $1,487 | $5,292-71.9% | $4,729-68.6% | $6,401-76.8% |
| Admin fee / account holder | $3,477 | $7,493-53.6% | $6,410-45.8% | $11,431-69.6% |