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 | $266,019 | $138,072+92.7% | $123,549+115.3% | $135,382+96.5% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -6.01% | 153.69%-159.7pp | 119.20%-125.2pp | 519.77%-525.8pp |
| Employer contribution / active EE | $1,541 | $5,152-70.1% | $4,628-66.7% | $4,779-67.8% |
| Participant deferral / active EE | $2,929 | $6,799-56.9% | $6,426-54.4% | $5,609-47.8% |
| Admin fee / account holder | $2,631 | $10,917-75.9% | $9,284-71.7% | $10,829-75.7% |