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 | $407,040 | $97,732+316.5% | $83,831+385.5% | $135,380+200.7% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -0.98% | 1287.56%-1288.5pp | 850.99%-852.0pp | 519.81%-520.8pp |
| Employer contribution / active EE | $15,652 | $4,222+270.7% | $3,631+331.0% | $4,779+227.5% |
| Participant deferral / active EE | $9,151 | $4,683+95.4% | $4,082+124.2% | $5,609+63.1% |
| Admin fee / account holder | $1,533 | $6,675-77.0% | $5,479-72.0% | $10,828-85.8% |