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 | $310,317 | $190,916+62.5% | $160,037+93.9% | $134,545+130.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.20% | 552.79%-572.0pp | 408.95%-428.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $14,145 | $4,996+183.2% | $4,226+234.7% | $4,742+198.3% |
| Participant deferral / active EE | $18,516 | $6,925+167.4% | $6,184+199.4% | $6,401+189.2% |
| Admin fee / account holder | $56,449 | $10,497+437.8% | $8,716+547.6% | $11,431+393.8% |