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 | $346,529 | $138,075+151.0% | $123,552+180.5% | $135,379+156.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.08% | 153.70%-162.8pp | 119.20%-128.3pp | 519.79%-528.9pp |
| Employer contribution / active EE | $8,486 | $5,152+64.7% | $4,628+83.4% | $4,779+77.6% |
| Participant deferral / active EE | $10,868 | $6,800+59.8% | $6,426+69.1% | $5,609+93.8% |
| Admin fee / account holder | $9,512 | $10,917-12.9% | $9,285+2.5% | $10,828-12.2% |