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 | $374,418 | $99,647+275.7% | $86,439+333.2% | $134,509+178.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.28% | 6784.13%-6801.4pp | 4395.55%-4412.8pp | 418.13%-435.4pp |
| Employer contribution / active EE | $1,355 | $4,401-69.2% | $3,769-64.0% | $4,741-71.4% |
| Participant deferral / active EE | $21,750 | $7,246+200.1% | $6,952+212.9% | $6,400+239.8% |
| Admin fee / account holder | $42,799 | $8,373+411.1% | $6,732+535.8% | $11,427+274.6% |