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 | $266,870 | $75,962+251.3% | $154,108+73.2% | $64,173+315.9% |
| Participation rate | 87.5% | 70.4%+17.1pp | 83.0%+4.5pp | 69.6%+17.9pp |
| Annual return | -4.35% | 30.32%-34.7pp | 735.21%-739.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $14,004 | $3,350+318.0% | $5,298+164.4% | $2,381+488.2% |
| Participant deferral / active EE | $11,042 | $3,175+247.8% | $5,081+117.3% | $3,470+218.3% |
| Admin fee / account holder | $909 | $5,589-83.7% | $13,411-93.2% | $4,887-81.4% |