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 | $265,753 | $138,076+92.5% | $123,553+115.1% | $135,380+96.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.47% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $11,030 | $5,152+114.1% | $4,628+138.3% | $4,779+130.8% |
| Participant deferral / active EE | $8,310 | $6,800+22.2% | $6,426+29.3% | $5,609+48.2% |
| Admin fee / account holder | $11,537 | $10,917+5.7% | $9,284+24.3% | $10,828+6.5% |