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 | $386,974 | $138,076+180.3% | $123,553+213.2% | $135,380+185.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.47% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $1,020 | $5,152-80.2% | $4,628-78.0% | $4,779-78.7% |
| Participant deferral / active EE | $9,722 | $6,800+43.0% | $6,426+51.3% | $5,609+73.3% |
| Admin fee / account holder | $13,412 | $10,917+22.9% | $9,284+44.5% | $10,828+23.9% |