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 | $266,168 | $133,981+98.7% | $112,249+137.1% | $134,532+97.8% |
| Participation rate | 92.3% | 78.6%+13.7pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -11.76% | 47.16%-58.9pp | 27.48%-39.2pp | 418.27%-430.0pp |
| Employer contribution / active EE | $11,021 | $4,040+172.8% | $3,636+203.1% | $4,741+132.5% |
| Participant deferral / active EE | $16,122 | $5,292+204.7% | $4,729+240.9% | $6,401+151.9% |
| Admin fee / account holder | $44,250 | $7,492+490.7% | $6,412+590.1% | $11,429+287.2% |