Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $296,545 | $133,981+121.3% | $112,249+164.2% | $134,532+120.4% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -12.56% | 47.16%-59.7pp | 27.48%-40.0pp | 418.27%-430.8pp |
| Employer contribution / active EE | $10,804 | $4,040+167.4% | $3,636+197.1% | $4,741+127.9% |
| Participant deferral / active EE | $9,934 | $5,292+87.7% | $4,729+110.1% | $6,401+55.2% |
| Admin fee / account holder | $178,564 | $7,492+2283.5% | $6,412+2684.7% | $11,429+1462.4% |