Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $740,579 | $93,098+695.5% | $77,081+860.8% | $134,509+450.6% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -15.38% | 62.63%-78.0pp | 42.33%-57.7pp | 418.13%-433.5pp |
| Employer contribution / active EE | $7,809 | $3,419+128.4% | $2,813+177.5% | $4,741+64.7% |
| Participant deferral / active EE | $9,132 | $5,239+74.3% | $4,428+106.2% | $6,400+42.7% |
| Admin fee / account holder | $4,009 | $6,945-42.3% | $5,427-26.1% | $11,427-64.9% |