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 | $250,252 | $138,114+81.2% | $125,391+99.6% | $134,545+86.0% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -15.08% | 750.88%-766.0pp | 572.41%-587.5pp | 418.37%-433.4pp |
| Employer contribution / active EE | $2,791 | $5,246-46.8% | $4,816-42.1% | $4,742-41.1% |
| Participant deferral / active EE | $5,568 | $7,801-28.6% | $7,448-25.2% | $6,401-13.0% |
| Admin fee / account holder | $11,996 | $11,570+3.7% | $10,009+19.9% | $11,431+4.9% |